IFP Advisors
ESLV icon

IFP Advisors’s Eventide Large Cap Value ETF ESLV Stock Holding History

IFP Advisors’s Portfolio ESLV Stock Details ESLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.55K Sell
200
-1,243
-86% -$35.8K ﹤0.01% 3746
2026
Q2 		$41.3K Hold
1,443
– – ﹤0.01% 2523
2026
Q1 		$37.8K Buy
+1,443
New +$38.3K ﹤0.01% 2404

Other funds holding ESLV

Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Meriwether Wealth & Planning
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

IFP Advisors's ESLV Position: Q3 2026 in Review

IFP Advisors reduced its Eventide Large Cap Value ETF (ESLV) stake by 86% in Q3 2026, selling an estimated $35.8K and leaving 200 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3746.

IFP Advisors first reported a position in ESLV in Q1 2026 and has held it in 3 quarters since. The position peaked at $41.3K in Q2 2026. 10 funds tracked by Wall St. Rank hold ESLV as of Q3 2026.

  • IFP Advisors held 200 shares of Eventide Large Cap Value ETF worth $5.55K as of Q3 2026.
  • IFP Advisors sold 1,243 Eventide Large Cap Value ETF shares in Q3 2026, an estimated $35.8K.
  • Eventide Large Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3746 holding.
  • IFP Advisors first reported a position in Eventide Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's Eventide Large Cap Value ETF position peaked at $41.3K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Eventide Large Cap Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.