HIS
ESUM

Harvest Investment Services’s Eventide US Market ETF ESUM Stock Holding History

Harvest Investment Services’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 		$488K Buy
18,652
+455
+3% +$12.4K 0.09% 206
2025
Q4 		$490K Buy
+18,197
New +$494K 0.09% 202

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 $268M AUM 24.05% 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

Harvest Investment Services's ESUM Position: Q1 2026 in Review

Harvest Investment Services increased its Eventide US Market ETF (ESUM) stake by 2.5% in Q1 2026, buying an estimated $12.4K and bringing the position to 18,652 shares worth $488K. The position accounts for 0.09% of the portfolio, ranked #206.

Harvest Investment Services first reported a position in ESUM in Q4 2025 and has held it in 2 quarters since. The position peaked at $490K in Q4 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Harvest Investment Services held 18,652 shares of Eventide US Market ETF worth $488K as of Q1 2026.
  • Harvest Investment Services bought 455 Eventide US Market ETF shares in Q1 2026, an estimated $12.4K.
  • Eventide US Market ETF made up 0.09% of Harvest Investment Services's portfolio in Q1 2026, its #206 holding.
  • Harvest Investment Services first reported a position in Eventide US Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Harvest Investment Services's Eventide US Market ETF position peaked at $490K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.