EWA
ELCV

EverSource Wealth Advisors’s Eventide High Dividend ETF ELCV Stock Holding History

EverSource Wealth Advisors’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 		$1.53M Sell
46,463
-14,530
-24% -$452K 0.05% 261
2026
Q1 		$1.77M Buy
60,993
+24,443
+67% +$699K 0.05% 240
2025
Q4 		$970K Buy
36,550
+483
+1% +$12.9K 0.04% 349
2025
Q3 		$965K Buy
36,067
+3,269
+10% +$85.3K 0.04% 318
2025
Q2 		$833K Buy
32,798
+408
+1% +$9.94K 0.04% 322
2025
Q1 		$806K Buy
32,390
+31,553
+3,770% +$805K 0.04% 287
2024
Q4 		$20.7K Buy
+837
New +$21.5K ﹤0.01% 1602

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

EverSource Wealth Advisors's ELCV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Eventide High Dividend ETF (ELCV) stake by 24% in Q2 2026, selling an estimated $452K and leaving 46,463 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #261.

EverSource Wealth Advisors first reported a position in ELCV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • EverSource Wealth Advisors held 46,463 shares of Eventide High Dividend ETF worth $1.53M as of Q2 2026.
  • EverSource Wealth Advisors sold 14,530 Eventide High Dividend ETF shares in Q2 2026, an estimated $452K.
  • Eventide High Dividend ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #261 holding.
  • EverSource Wealth Advisors first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Eventide High Dividend ETF position peaked at $1.77M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.