Jones Financial Companies
ESUM

Jones Financial Companies’s Eventide US Market ETF ESUM Stock Holding History

Jones Financial Companies’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.13M Buy
82,692
+49,752
+151% +$1.35M ﹤0.01% 1401
2025
Q4 		$887K Buy
32,940
+26,224
+390% +$713K ﹤0.01% 1282
2025
Q3 		$182K Buy
+6,716
New +$179K ﹤0.01% 1823

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jones Financial Companies's ESUM Position: Q1 2026 in Review

Jones Financial Companies increased its Eventide US Market ETF (ESUM) stake by 151% in Q1 2026, buying an estimated $1.35M and bringing the position to 82,692 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Jones Financial Companies first reported a position in ESUM in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Jones Financial Companies held 82,692 shares of Eventide US Market ETF worth $2.13M as of Q1 2026.
  • Jones Financial Companies bought 49,752 Eventide US Market ETF shares in Q1 2026, an estimated $1.35M.
  • Eventide US Market ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1401 holding.
  • Jones Financial Companies first reported a position in Eventide US Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.