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
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

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 $229M AUM 19.21% 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

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

Creative Financial Designs increased its Eventide US Market ETF (ESUM) stake by 29% in Q1 2026, buying an estimated $546K and bringing the position to 88,647 shares worth $2.32M. The position accounts for 0.14% of the portfolio, ranked #131.

Creative Financial Designs first reported a position in ESUM in Q1 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Creative Financial Designs held 88,647 shares of Eventide US Market ETF worth $2.32M as of Q1 2026.
  • Creative Financial Designs bought 20,055 Eventide US Market ETF shares in Q1 2026, an estimated $546K.
  • Eventide US Market ETF made up 0.14% of Creative Financial Designs's portfolio in Q1 2026, its #131 holding.
  • Creative Financial Designs first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

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