HI
ESN

Harbour Investments’s Essential 40 Stock ETF ESN Stock Holding History

Harbour Investments’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.7M Buy
727,093
+106,942
+17% +$1.91M 0.2% 99
2025
Q4 		$10.6M Buy
620,151
+290,471
+88% +$4.98M 0.22% 91
2025
Q3 		$5.62M Buy
329,680
+286,606
+665% +$4.71M 0.13% 141
2025
Q2 		$691K Buy
+43,074
New +$657K 0.02% 661

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

Harbour Investments's ESN Position: Q1 2026 in Review

Harbour Investments increased its Essential 40 Stock ETF (ESN) stake by 17% in Q1 2026, buying an estimated $1.91M and bringing the position to 727,093 shares worth $12.7M. The position accounts for 0.2% of the portfolio, ranked #99.

Harbour Investments first reported a position in ESN in Q2 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Harbour Investments held 727,093 shares of Essential 40 Stock ETF worth $12.7M as of Q1 2026.
  • Harbour Investments bought 106,942 Essential 40 Stock ETF shares in Q1 2026, an estimated $1.91M.
  • Essential 40 Stock ETF made up 0.2% of Harbour Investments's portfolio in Q1 2026, its #99 holding.
  • Harbour Investments first reported a position in Essential 40 Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.