FIA
ESUM

Foundations Investment Advisors’s Eventide US Market ETF ESUM Stock Holding History

Foundations Investment Advisors’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$304K Buy
11,609
+3,570
+44% +$97.1K ﹤0.01% 899
2025
Q4 		$216K Buy
8,039
+401
+5% +$10.9K ﹤0.01% 1027
2025
Q3 		$208K Buy
+7,638
New +$203K ﹤0.01% 988

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Foundations Investment Advisors's ESUM Position: Q1 2026 in Review

Foundations Investment Advisors increased its Eventide US Market ETF (ESUM) stake by 44% in Q1 2026, buying an estimated $97.1K and bringing the position to 11,609 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Foundations Investment Advisors first reported a position in ESUM in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Foundations Investment Advisors held 11,609 shares of Eventide US Market ETF worth $304K as of Q1 2026.
  • Foundations Investment Advisors bought 3,570 Eventide US Market ETF shares in Q1 2026, an estimated $97.1K.
  • Eventide US Market ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #899 holding.
  • Foundations Investment Advisors first reported a position in Eventide US Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.