Commonwealth Equity Services
ESUM

Commonwealth Equity Services’s Eventide US Market ETF ESUM Stock Holding History

Commonwealth Equity Services’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,207
Closed -$302K – 4487
2025
Q4 		$302K Buy
11,207
+1,117
+11% +$30.4K ﹤0.01% 3650
2025
Q3 		$274K Buy
+10,090
New +$269K ﹤0.01% 3730

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Commonwealth Equity Services sold out of Eventide US Market ETF (ESUM) in Q1 2026, closing a stake of 11,207 shares — an estimated $302K sold.

Commonwealth Equity Services first reported a position in ESUM in Q3 2025 and held it in 2 quarters. The position peaked at $302K in Q4 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Eventide US Market ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,207 Eventide US Market ETF shares in Q1 2026, an estimated $302K.
  • Commonwealth Equity Services first reported a position in Eventide US Market ETF in Q3 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's Eventide US Market ETF position peaked at $302K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

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