CI
ELCV

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
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 $59.8B AUM 29.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

CX Institutional's ELCV Position: Q2 2026 in Review

CX Institutional held its Eventide High Dividend ETF (ELCV) position steady in Q2 2026 at 2,917 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

CX Institutional first reported a position in ELCV in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 13 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • CX Institutional held 2,917 shares of Eventide High Dividend ETF worth $96K as of Q2 2026.
  • CX Institutional left its Eventide High Dividend ETF share count unchanged in Q2 2026.
  • Eventide High Dividend ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #871 holding.
  • CX Institutional first reported a position in Eventide High Dividend ETF in Q3 2025 and has held it in 4 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 Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.