CFD
ELCV

Creative Financial Designs’s Eventide High Dividend ETF ELCV Stock Holding History

Creative Financial Designs’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
2026
Q1 		$10.1M Sell
348,832
-213,723
-38% -$6.11M 0.61% 40
2025
Q4 		$14.9M Buy
562,555
+23,699
+4% +$633K 0.94% 23
2025
Q3 		$14.4M Buy
538,856
+28,251
+6% +$737K 0.97% 23
2025
Q2 		$13M Buy
510,605
+495,481
+3,276% +$12.1M 0.93% 26
2025
Q1 		$376K Buy
15,124
+3,885
+35% +$99.1K 0.03% 328
2024
Q4 		$278K Buy
+11,239
New +$289K 0.02% 378

Other funds holding ELCV

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 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
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Creative Financial Designs's ELCV Position: Q1 2026 in Review

Creative Financial Designs reduced its Eventide High Dividend ETF (ELCV) stake by 38% in Q1 2026, selling an estimated $6.11M and leaving 348,832 shares worth $10.1M. The position accounts for 0.61% of the portfolio, ranked #40.

Creative Financial Designs first reported a position in ELCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.9M in Q4 2025. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

  • Creative Financial Designs held 348,832 shares of Eventide High Dividend ETF worth $10.1M as of Q1 2026.
  • Creative Financial Designs sold 213,723 Eventide High Dividend ETF shares in Q1 2026, an estimated $6.11M.
  • Eventide High Dividend ETF made up 0.61% of Creative Financial Designs's portfolio in Q1 2026, its #40 holding.
  • Creative Financial Designs first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • Creative Financial Designs's Eventide High Dividend ETF position peaked at $14.9M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.