Janney Montgomery Scott
ESN

Janney Montgomery Scott’s Essential 40 Stock ETF ESN Stock Holding History

Janney Montgomery Scott’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 		$703K Sell
35,334
-3,372
-9% -$64.2K ﹤0.01% 2152
2026
Q1 		$678K Buy
38,706
+1,063
+3% +$19K ﹤0.01% 1875
2025
Q4 		$646K Buy
+37,643
New +$646K ﹤0.01% 2035

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

Janney Montgomery Scott's ESN Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Essential 40 Stock ETF (ESN) stake by 8.7% in Q2 2026, selling an estimated $64.2K and leaving 35,334 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Janney Montgomery Scott first reported a position in ESN in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

  • Janney Montgomery Scott held 35,334 shares of Essential 40 Stock ETF worth $703K as of Q2 2026.
  • Janney Montgomery Scott sold 3,372 Essential 40 Stock ETF shares in Q2 2026, an estimated $64.2K.
  • Essential 40 Stock ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2152 holding.
  • Janney Montgomery Scott first reported a position in Essential 40 Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.