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
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

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $244M AUM 13.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

EverSource Wealth Advisors's ELCV Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Eventide High Dividend ETF (ELCV) stake by 67% in Q1 2026, buying an estimated $699K and bringing the position to 60,993 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #240.

EverSource Wealth Advisors first reported a position in ELCV in Q4 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

  • EverSource Wealth Advisors held 60,993 shares of Eventide High Dividend ETF worth $1.77M as of Q1 2026.
  • EverSource Wealth Advisors bought 24,443 Eventide High Dividend ETF shares in Q1 2026, an estimated $699K.
  • Eventide High Dividend ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q1 2026, its #240 holding.
  • EverSource Wealth Advisors first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.