Cyndeo Wealth Partners’s Eventide High Dividend ETF ELCV Stock Holding History

Cyndeo Wealth Partners’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	$228K	Buy	+6,927	New	+$216K	0.01%	477

Other funds holding ELCV

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Cyndeo Wealth Partners's ELCV Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in Eventide High Dividend ETF (ELCV) in Q2 2026: 6,927 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #477 among its holdings.

65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

Cyndeo Wealth Partners held 6,927 shares of Eventide High Dividend ETF worth $228K as of Q2 2026.
Eventide High Dividend ETF was a new Cyndeo Wealth Partners position in Q2 2026.
Eventide High Dividend ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #477 holding.
65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.