Integrity Alliance’s Essential 40 Stock ETF ESN Stock Holding History

Integrity 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 Q3	$202K	Buy	+9,976	New	+$203K	0.01%	888

Other funds holding ESN

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $89.6M AUM 24.45% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

BAS

Breakthru Advisory Services Muskego, Wisconsin $29.6M AUM 8.12% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Integrity Alliance's ESN Position: Q3 2026 in Review

Integrity Alliance opened a new position in Essential 40 Stock ETF (ESN) in Q3 2026: 9,976 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #888 among its holdings.

11 funds tracked by Wall St. Rank hold ESN as of Q3 2026.

Integrity Alliance held 9,976 shares of Essential 40 Stock ETF worth $202K as of Q3 2026.
Essential 40 Stock ETF was a new Integrity Alliance position in Q3 2026.
Essential 40 Stock ETF made up 0.01% of Integrity Alliance's portfolio in Q3 2026, its #888 holding.
11 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q3 2026.

Based on Integrity Alliance's 13F filing for Q3 2026, filed 29 Oct 2026.