KF
ESN

KKM Financial’s Essential 40 Stock ETF ESN Stock Holding History

KKM Financial’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
Q1 		$10.2M Hold
592,732
– – 1.81% 11
2025
Q4 		$10.2M Buy
592,732
+1,694
+0.3% +$29.1K 1.81% 11
2025
Q3 		$10.1M Sell
591,038
-1,600
-0.3% -$26.3K 3.17% 3
2025
Q2 		$9.5M Buy
592,638
+100
+0% +$1.52K 3.31% 3
2025
Q1 		$9.09M Buy
592,538
+2,447
+0.4% +$37.7K 3.84% 1
2024
Q4 		$8.77M Buy
+590,091
New +$9.06M 3.66% 3

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

KKM Financial's ESN Position: Q1 2026 in Review

KKM Financial held its Essential 40 Stock ETF (ESN) position steady in Q1 2026 at 592,732 shares worth $10.2M. The position accounts for 1.81% of the portfolio, ranked #11.

KKM Financial first reported a position in ESN in Q4 2024 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • KKM Financial held 592,732 shares of Essential 40 Stock ETF worth $10.2M as of Q1 2026.
  • KKM Financial left its Essential 40 Stock ETF share count unchanged in Q1 2026.
  • Essential 40 Stock ETF made up 1.81% of KKM Financial's portfolio in Q1 2026, its #11 holding.
  • KKM Financial first reported a position in Essential 40 Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

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