IFP Advisors’s Eventide Small Cap ETF ESSC Stock Holding History

IFP Advisors’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	$5.73K	Buy	+200	New	+$6.09K	﹤0.01%	3726

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 $9.5B AUM 13.02% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

IFP Advisors's ESSC Position: Q3 2026 in Review

IFP Advisors opened a new position in Eventide Small Cap ETF (ESSC) in Q3 2026: 200 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #3726 among its holdings.

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

IFP Advisors held 200 shares of Eventide Small Cap ETF worth $5.73K as of Q3 2026.
Eventide Small Cap ETF was a new IFP Advisors position in Q3 2026.
Eventide Small Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3726 holding.
10 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

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