DWS
ELCV

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
Q2 		$754K Sell
22,952
-4,731
-17% -$147K 0.07% 102
2026
Q1 		$803K Buy
+27,683
New +$791K 0.08% 83

Other funds holding ELCV

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
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
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
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Discipline Wealth Solutions's ELCV Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Eventide High Dividend ETF (ELCV) stake by 17% in Q2 2026, selling an estimated $147K and leaving 22,952 shares worth $754K. The position accounts for 0.07% of the portfolio, ranked #102.

Discipline Wealth Solutions first reported a position in ELCV in Q1 2026 and has held it in 2 quarters since. The position peaked at $803K in Q1 2026. 65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Discipline Wealth Solutions held 22,952 shares of Eventide High Dividend ETF worth $754K as of Q2 2026.
  • Discipline Wealth Solutions sold 4,731 Eventide High Dividend ETF shares in Q2 2026, an estimated $147K.
  • Eventide High Dividend ETF made up 0.07% of Discipline Wealth Solutions's portfolio in Q2 2026, its #102 holding.
  • Discipline Wealth Solutions first reported a position in Eventide High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Discipline Wealth Solutions's Eventide High Dividend ETF position peaked at $803K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

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