Comprehensive Financial Consultants Institutional’s Essential 40 Stock ETF ESN Stock Holding History

Comprehensive Financial Consultants Institutional’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	$1.45M	Buy	+72,927	New	+$1.39M	0.38%	86

Other funds holding ESN

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's ESN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional opened a new position in Essential 40 Stock ETF (ESN) in Q2 2026: 72,927 shares worth $1.45M. The stake represents 0.38% of the portfolio and ranks #86 among its holdings.

3 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

Comprehensive Financial Consultants Institutional held 72,927 shares of Essential 40 Stock ETF worth $1.45M as of Q2 2026.
Essential 40 Stock ETF was a new Comprehensive Financial Consultants Institutional position in Q2 2026.
Essential 40 Stock ETF made up 0.38% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #86 holding.
3 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.