EverSource Wealth Advisors
ESLG icon

EverSource Wealth Advisors’s Eventide Large Cap Growth ETF ESLG Stock Holding History

EverSource Wealth Advisors’s Portfolio ESLG Stock Details ESLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$574K Buy
20,230
+4,615
+30% +$131K 0.02% 547
2026
Q2 		$449K Sell
15,615
-5,805
-27% -$154K 0.02% 600
2026
Q1 		$500K Buy
21,420
+9,287
+77% +$229K 0.02% 608
2025
Q4 		$303K Buy
+12,133
New +$305K 0.01% 753

Other funds holding ESLG

OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
49 Wealth Management
49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return
PAX Financial Group
PAX Financial Group San Antonio, Texas $687M AUM 13.92% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

EverSource Wealth Advisors's ESLG Position: Q3 2026 in Review

EverSource Wealth Advisors increased its Eventide Large Cap Growth ETF (ESLG) stake by 30% in Q3 2026, buying an estimated $131K and bringing the position to 20,230 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #547.

EverSource Wealth Advisors first reported a position in ESLG in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold ESLG as of Q3 2026.

  • EverSource Wealth Advisors held 20,230 shares of Eventide Large Cap Growth ETF worth $574K as of Q3 2026.
  • EverSource Wealth Advisors bought 4,615 Eventide Large Cap Growth ETF shares in Q3 2026, an estimated $131K.
  • Eventide Large Cap Growth ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q3 2026, its #547 holding.
  • EverSource Wealth Advisors first reported a position in Eventide Large Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Eventide Large Cap Growth ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.