IAA
ESN

Independent Advisor Alliance’s Essential 40 Stock ETF ESN Stock Holding History

Independent Advisor Alliance’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,453
Closed -$288K – 1670
2026
Q1 		$288K Buy
+16,453
New +$294K ﹤0.01% 1338

Other funds holding ESN

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Independent Advisor Alliance's ESN Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Essential 40 Stock ETF (ESN) in Q2 2026, closing a stake of 16,453 shares — an estimated $288K sold.

Independent Advisor Alliance first reported a position in ESN in Q1 2026 and held it in 1 quarter. The position peaked at $288K in Q1 2026. 25 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Essential 40 Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,453 Essential 40 Stock ETF shares in Q2 2026, an estimated $288K.
  • Independent Advisor Alliance first reported a position in Essential 40 Stock ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Essential 40 Stock ETF position peaked at $288K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.