FIA
ELCV

Foundations Investment Advisors’s Eventide High Dividend ETF ELCV Stock Holding History

Foundations Investment 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 		$563K Buy
17,138
+3,339
+24% +$104K 0.01% 742
2026
Q1 		$400K Buy
13,799
+2,114
+18% +$60.4K 0.01% 792
2025
Q4 		$310K Sell
11,685
-728
-6% -$19.4K ﹤0.01% 881
2025
Q3 		$332K Buy
+12,413
New +$324K ﹤0.01% 809

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

Foundations Investment Advisors's ELCV Position: Q2 2026 in Review

Foundations Investment Advisors increased its Eventide High Dividend ETF (ELCV) stake by 24% in Q2 2026, buying an estimated $104K and bringing the position to 17,138 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #742.

Foundations Investment Advisors first reported a position in ELCV in Q3 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Foundations Investment Advisors held 17,138 shares of Eventide High Dividend ETF worth $563K as of Q2 2026.
  • Foundations Investment Advisors bought 3,339 Eventide High Dividend ETF shares in Q2 2026, an estimated $104K.
  • Eventide High Dividend ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #742 holding.
  • Foundations Investment Advisors first reported a position in Eventide High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.