Gradient Investments’s Eventide Small Cap ETF ESSC Stock Holding History

Gradient Investments’s Portfolio ESSC Stock Details ESSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$307K	Buy	+10,729	New	+$327K	﹤0.01%	412

Other funds holding ESSC

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments's ESSC Position: Q3 2026 in Review

Gradient Investments opened a new position in Eventide Small Cap ETF (ESSC) in Q3 2026: 10,729 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

8 funds tracked by Wall St. Rank hold ESSC as of Q3 2026.

Gradient Investments held 10,729 shares of Eventide Small Cap ETF worth $307K as of Q3 2026.
Eventide Small Cap ETF was a new Gradient Investments position in Q3 2026.
Eventide Small Cap ETF made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #412 holding.
8 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.