CX Institutional
ELCV icon

CX Institutional’s Eventide High Dividend ETF ELCV Stock Holding History

CX Institutional’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
Q3 		$88K Hold
2,917
– – ﹤0.01% 901
2026
Q2 		$96K Hold
2,917
– – ﹤0.01% 871
2026
Q1 		$85K Sell
2,917
-6,481
-69% -$185K ﹤0.01% 885
2025
Q4 		$249K Buy
9,398
+7,220
+331% +$193K 0.01% 637
2025
Q3 		$58K Buy
+2,178
New +$56.8K ﹤0.01% 914

Other funds holding ELCV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

CX Institutional's ELCV Position: Q3 2026 in Review

CX Institutional held its Eventide High Dividend ETF (ELCV) position steady in Q3 2026 at 2,917 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

CX Institutional first reported a position in ELCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $249K in Q4 2025. 13 funds tracked by Wall St. Rank hold ELCV as of Q3 2026.

  • CX Institutional held 2,917 shares of Eventide High Dividend ETF worth $88K as of Q3 2026.
  • CX Institutional left its Eventide High Dividend ETF share count unchanged in Q3 2026.
  • Eventide High Dividend ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #901 holding.
  • CX Institutional first reported a position in Eventide High Dividend ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Eventide High Dividend ETF position peaked at $249K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.