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 Q2	$1.17M	Buy	58,995 +4,953	+9%	+$94.3K	﹤0.01%	2598
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

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Commonwealth Equity Services's ESN Position: Q2 2026 in Review

Commonwealth Equity Services increased its Essential 40 Stock ETF (ESN) stake by 9.2% in Q2 2026, buying an estimated $94.3K and bringing the position to 58,995 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Commonwealth Equity Services first reported a position in ESN in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

Commonwealth Equity Services held 58,995 shares of Essential 40 Stock ETF worth $1.17M as of Q2 2026.
Commonwealth Equity Services bought 4,953 Essential 40 Stock ETF shares in Q2 2026, an estimated $94.3K.
Essential 40 Stock ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2598 holding.
Commonwealth Equity Services first reported a position in Essential 40 Stock ETF in Q4 2025 and has held it in 3 quarters since.
25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.