Commonwealth Equity Services
ESSC icon

Commonwealth Equity Services’s Eventide Small Cap ETF ESSC Stock Holding History

Commonwealth Equity Services’s Portfolio ESSC Stock Details ESSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Buy
38,563
+230
+0.6% +$6.72K ﹤0.01% 2550
2026
Q1 		$1M Buy
+38,333
New +$1.03M ﹤0.01% 2618

Other funds holding ESSC

SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Commonwealth Equity Services increased its Eventide Small Cap ETF (ESSC) stake by 0.6% in Q2 2026, buying an estimated $6.72K and bringing the position to 38,563 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Commonwealth Equity Services first reported a position in ESSC in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

  • Commonwealth Equity Services held 38,563 shares of Eventide Small Cap ETF worth $1.23M as of Q2 2026.
  • Commonwealth Equity Services bought 230 Eventide Small Cap ETF shares in Q2 2026, an estimated $6.72K.
  • Eventide Small Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2550 holding.
  • Commonwealth Equity Services first reported a position in Eventide Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

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