IFP Advisors
ESUM icon

IFP Advisors’s Eventide US Market ETF ESUM Stock Holding History

IFP Advisors’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
Q3 		$930K Sell
30,741
-16,992
-36% -$519K 0.02% 805
2026
Q2 		$1.46M Buy
47,733
+317
+0.7% +$9.14K 0.03% 592
2026
Q1 		$1.24M Buy
47,416
+1,322
+3% +$36K 0.03% 595
2025
Q4 		$1.24M Buy
46,094
+124
+0.3% +$3.37K 0.03% 572
2025
Q3 		$1.25M Buy
45,970
+747
+2% +$19.9K 0.03% 520
2025
Q2 		$1.18M Buy
45,223
+43,906
+3,334% +$1.06M 0.03% 527
2025
Q1 		$31.1K Buy
+1,317
New +$32.4K ﹤0.01% 2099

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
SageOak Financial
SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $105M AUM 14.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors's ESUM Position: Q3 2026 in Review

IFP Advisors reduced its Eventide US Market ETF (ESUM) stake by 36% in Q3 2026, selling an estimated $519K and leaving 30,741 shares worth $930K. The position accounts for 0.02% of the portfolio, ranked #805.

IFP Advisors first reported a position in ESUM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2026. 17 funds tracked by Wall St. Rank hold ESUM as of Q3 2026.

  • IFP Advisors held 30,741 shares of Eventide US Market ETF worth $930K as of Q3 2026.
  • IFP Advisors sold 16,992 Eventide US Market ETF shares in Q3 2026, an estimated $519K.
  • Eventide US Market ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #805 holding.
  • IFP Advisors first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 7 quarters since.
  • IFP Advisors's Eventide US Market ETF position peaked at $1.46M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2026.

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