CFD
ESUM

Creative Financial Designs’s Eventide US Market ETF ESUM Stock Holding History

Creative Financial Designs’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
Q2 		$2.99M Buy
97,684
+9,037
+10% +$260K 0.14% 143
2026
Q1 		$2.32M Buy
88,647
+20,055
+29% +$546K 0.14% 131
2025
Q4 		$1.85M Buy
68,592
+25,317
+59% +$688K 0.12% 154
2025
Q3 		$1.18M Buy
43,275
+12,357
+40% +$329K 0.08% 210
2025
Q2 		$804K Buy
30,918
+22,988
+290% +$557K 0.06% 246
2025
Q1 		$187K Buy
+7,930
New +$195K 0.01% 460

Other funds holding ESUM

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 $298M AUM 27.02% 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 $673M AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Financial Designs's ESUM Position: Q2 2026 in Review

Creative Financial Designs increased its Eventide US Market ETF (ESUM) stake by 10% in Q2 2026, buying an estimated $260K and bringing the position to 97,684 shares worth $2.99M. The position accounts for 0.14% of the portfolio, ranked #143.

Creative Financial Designs first reported a position in ESUM in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Creative Financial Designs held 97,684 shares of Eventide US Market ETF worth $2.99M as of Q2 2026.
  • Creative Financial Designs bought 9,037 Eventide US Market ETF shares in Q2 2026, an estimated $260K.
  • Eventide US Market ETF made up 0.14% of Creative Financial Designs's portfolio in Q2 2026, its #143 holding.
  • Creative Financial Designs first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.