Commonwealth Equity Services
ESN

Commonwealth Equity Services’s Essential 40 Stock ETF ESN Stock Holding History

Commonwealth Equity Services’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$947K Buy
54,042
+22,425
+71% +$401K ﹤0.01% 2658
2025
Q4 		$543K Buy
+31,617
New +$542K ﹤0.01% 3114

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services's ESN Position: Q1 2026 in Review

Commonwealth Equity Services increased its Essential 40 Stock ETF (ESN) stake by 71% in Q1 2026, buying an estimated $401K and bringing the position to 54,042 shares worth $947K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Commonwealth Equity Services first reported a position in ESN in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Commonwealth Equity Services held 54,042 shares of Essential 40 Stock ETF worth $947K as of Q1 2026.
  • Commonwealth Equity Services bought 22,425 Essential 40 Stock ETF shares in Q1 2026, an estimated $401K.
  • Essential 40 Stock ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2658 holding.
  • Commonwealth Equity Services first reported a position in Essential 40 Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.