Envestnet Asset Management’s Essential 40 Stock ETF ESN Stock Holding History

Envestnet Asset Management’s Portfolio ESN Stock Details ESN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$777K	Buy	+39,070	New	+$744K	﹤0.01%	3782

Other funds holding ESN

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

BAS

Breakthru Advisory Services Muskego, Wisconsin $29.8M AUM 18.07% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

QPW

Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Asset Management's ESN Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Essential 40 Stock ETF (ESN) in Q2 2026: 39,070 shares worth $777K. The stake represents ﹤0.01% of the portfolio and ranks #3782 among its holdings.

11 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

Envestnet Asset Management held 39,070 shares of Essential 40 Stock ETF worth $777K as of Q2 2026.
Essential 40 Stock ETF was a new Envestnet Asset Management position in Q2 2026.
Essential 40 Stock ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3782 holding.
11 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.