Janney Montgomery Scott
ESN icon

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
Q3 		$948K Buy
46,775
+11,441
+32% +$233K ﹤0.01% 1942
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

Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mowery & Schoenfeld Wealth Management
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $89.6M AUM 24.45% 1-Year Est. Return
Plus Group Wealth Advisors
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Janney Montgomery Scott's ESN Position: Q3 2026 in Review

Janney Montgomery Scott increased its Essential 40 Stock ETF (ESN) stake by 32% in Q3 2026, buying an estimated $233K and bringing the position to 46,775 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Janney Montgomery Scott first reported a position in ESN in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q3 2026.

  • Janney Montgomery Scott held 46,775 shares of Essential 40 Stock ETF worth $948K as of Q3 2026.
  • Janney Montgomery Scott bought 11,441 Essential 40 Stock ETF shares in Q3 2026, an estimated $233K.
  • Essential 40 Stock ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #1942 holding.
  • Janney Montgomery Scott first reported a position in Essential 40 Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.