CW
ESSC

CreativeOne Wealth’s Eventide Small Cap ETF ESSC Stock Holding History

CreativeOne Wealth’s Portfolio ESSC Stock Details ESSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Sell
7,037
-28,610
-80% -$837K ﹤0.01% 1120
2026
Q1 		$933K Buy
+35,647
New +$958K 0.02% 600

Other funds holding ESSC

SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CreativeOne Wealth's ESSC Position: Q2 2026 in Review

CreativeOne Wealth reduced its Eventide Small Cap ETF (ESSC) stake by 80% in Q2 2026, selling an estimated $837K and leaving 7,037 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

CreativeOne Wealth first reported a position in ESSC in Q1 2026 and has held it in 2 quarters since. The position peaked at $933K in Q1 2026. 14 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

  • CreativeOne Wealth held 7,037 shares of Eventide Small Cap ETF worth $224K as of Q2 2026.
  • CreativeOne Wealth sold 28,610 Eventide Small Cap ETF shares in Q2 2026, an estimated $837K.
  • Eventide Small Cap ETF made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1120 holding.
  • CreativeOne Wealth first reported a position in Eventide Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • CreativeOne Wealth's Eventide Small Cap ETF position peaked at $933K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.