Crescent Grove Advisors’s Essential 40 Stock ETF ESN Stock Holding History

Crescent Grove Advisors’s Portfolio ESN Stock Details ESN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$456K	Buy	+22,470	New	+$457K	0.04%	205

Other funds holding ESN

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $89.6M AUM 24.45% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Crescent Grove Advisors's ESN Position: Q3 2026 in Review

Crescent Grove Advisors opened a new position in Essential 40 Stock ETF (ESN) in Q3 2026: 22,470 shares worth $456K. The stake represents 0.04% of the portfolio and ranks #205 among its holdings.

27 funds tracked by Wall St. Rank hold ESN as of Q3 2026.

Crescent Grove Advisors held 22,470 shares of Essential 40 Stock ETF worth $456K as of Q3 2026.
Essential 40 Stock ETF was a new Crescent Grove Advisors position in Q3 2026.
Essential 40 Stock ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q3 2026, its #205 holding.
27 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.