Legacy Financial Group (Iowa)’s Essential 40 Stock ETF ESN Stock Holding History

Legacy Financial Group (Iowa)’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	$33.3M	Buy	1,899,212 +7,591	+0.4%	+$136K	4.18%	6
2025 Q4	$34.4M	Buy	1,891,621 +59,758	+3%	+$1.03M	4.25%	6
2025 Q3	$31.3M	Buy	1,831,863 +81,302	+5%	+$1.34M	4.09%	6
2025 Q2	$28.1M	Buy	1,750,561 +1,627,189	+1,319%	+$24.8M	3.92%	6
2025 Q1	$1.89M	Sell	123,372 -1,467	-1%	-$22.6K	0.29%	43
2024 Q4	$1.86M	Buy	+124,839	New	+$1.92M	0.3%	41

Other funds holding ESN

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAS

Breakthru Advisory Services Muskego, Wisconsin $29.8M AUM 18.07% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ESN Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Essential 40 Stock ETF (ESN) stake by 0.4% in Q1 2026, buying an estimated $136K and bringing the position to 1,899,212 shares worth $33.3M. The position accounts for 4.18% of the portfolio, ranked #6.

Legacy Financial Group (Iowa) first reported a position in ESN in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.4M in Q4 2025. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

Legacy Financial Group (Iowa) held 1,899,212 shares of Essential 40 Stock ETF worth $33.3M as of Q1 2026.
Legacy Financial Group (Iowa) bought 7,591 Essential 40 Stock ETF shares in Q1 2026, an estimated $136K.
Essential 40 Stock ETF made up 4.18% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #6 holding.
Legacy Financial Group (Iowa) first reported a position in Essential 40 Stock ETF in Q4 2024 and has held it in 6 quarters since.
Legacy Financial Group (Iowa)'s Essential 40 Stock ETF position peaked at $34.4M in Q4 2025.
24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.