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 Q1	$288K	Buy	+16,453	New	+$294K	﹤0.01%	1338

Other funds holding ESN

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's ESN Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Essential 40 Stock ETF (ESN) in Q1 2026: 16,453 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings.

24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

Independent Advisor Alliance held 16,453 shares of Essential 40 Stock ETF worth $288K as of Q1 2026.
Essential 40 Stock ETF was a new Independent Advisor Alliance position in Q1 2026.
Essential 40 Stock ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1338 holding.
24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.