CFGS
ELCV

Concourse Financial Group Securities’s Eventide High Dividend ETF ELCV Stock Holding History

Concourse Financial Group Securities’s Portfolio ELCV Stock Details ELCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,380
Closed -$36.8K – 2210
2024
Q4 		$36.8K Buy
+1,380
New +$35.5K ﹤0.01% 1325

Other funds holding ELCV

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Concourse Financial Group Securities's ELCV Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Eventide High Dividend ETF (ELCV) in Q1 2025, closing a stake of 1,380 shares — an estimated $36.8K sold.

Concourse Financial Group Securities first reported a position in ELCV in Q4 2024 and held it in 1 quarter. The position peaked at $36.8K in Q4 2024. 33 funds tracked by Wall St. Rank hold ELCV as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Eventide High Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,380 Eventide High Dividend ETF shares in Q1 2025, an estimated $36.8K.
  • Concourse Financial Group Securities first reported a position in Eventide High Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Eventide High Dividend ETF position peaked at $36.8K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.