KAS
ESUM

Kestra Advisory Services’s Eventide US Market ETF ESUM Stock Holding History

Kestra Advisory Services’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 		$2.83M Buy
108,155
+6,729
+7% +$183K 0.01% 1097
2025
Q4 		$2.73M Buy
101,426
+12,661
+14% +$344K 0.01% 1043
2025
Q3 		$2.41M Buy
88,765
+19,906
+29% +$530K 0.01% 1050
2025
Q2 		$1.79M Buy
+68,859
New +$1.67M 0.01% 1135

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

Kestra Advisory Services's ESUM Position: Q1 2026 in Review

Kestra Advisory Services increased its Eventide US Market ETF (ESUM) stake by 6.6% in Q1 2026, buying an estimated $183K and bringing the position to 108,155 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #1097.

Kestra Advisory Services first reported a position in ESUM in Q2 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Kestra Advisory Services held 108,155 shares of Eventide US Market ETF worth $2.83M as of Q1 2026.
  • Kestra Advisory Services bought 6,729 Eventide US Market ETF shares in Q1 2026, an estimated $183K.
  • Eventide US Market ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1097 holding.
  • Kestra Advisory Services first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.