Discipline Wealth Solutions
ELCV icon

Discipline Wealth Solutions’s Eventide High Dividend ETF ELCV Stock Holding History

Discipline Wealth Solutions’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 		$719K Buy
23,720
+768
+3% +$24.3K 0.06% 103
2026
Q2 		$754K Sell
22,952
-4,731
-17% -$147K 0.07% 102
2026
Q1 		$803K Buy
+27,683
New +$791K 0.08% 83

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McAdam LLC
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Blue Trust Inc
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Discipline Wealth Solutions's ELCV Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Eventide High Dividend ETF (ELCV) stake by 3.3% in Q3 2026, buying an estimated $24.3K and bringing the position to 23,720 shares worth $719K. The position accounts for 0.06% of the portfolio, ranked #103.

Discipline Wealth Solutions first reported a position in ELCV in Q1 2026 and has held it in 3 quarters since. The position peaked at $803K in Q1 2026. 16 funds tracked by Wall St. Rank hold ELCV as of Q3 2026.

  • Discipline Wealth Solutions held 23,720 shares of Eventide High Dividend ETF worth $719K as of Q3 2026.
  • Discipline Wealth Solutions bought 768 Eventide High Dividend ETF shares in Q3 2026, an estimated $24.3K.
  • Eventide High Dividend ETF made up 0.06% of Discipline Wealth Solutions's portfolio in Q3 2026, its #103 holding.
  • Discipline Wealth Solutions first reported a position in Eventide High Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Eventide High Dividend ETF position peaked at $803K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.