IA
ESUM

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
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 $59.8B AUM 29.42% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

IFP Advisors's ESUM Position: Q2 2026 in Review

IFP Advisors increased its Eventide US Market ETF (ESUM) stake by 0.67% in Q2 2026, buying an estimated $9.14K and bringing the position to 47,733 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #592.

IFP Advisors first reported a position in ESUM in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • IFP Advisors held 47,733 shares of Eventide US Market ETF worth $1.46M as of Q2 2026.
  • IFP Advisors bought 317 Eventide US Market ETF shares in Q2 2026, an estimated $9.14K.
  • Eventide US Market ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #592 holding.
  • IFP Advisors first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.