LWAM
ESUM

Legacy Wealth Asset Management’s Eventide US Market ETF ESUM Stock Holding History

Legacy Wealth Asset Management’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
Q2 		$8M Buy
261,253
+10,998
+4% +$317K 1.76% 6
2026
Q1 		$6.55M Buy
250,255
+16,466
+7% +$448K 1.59% 6
2025
Q4 		$6.3M Buy
233,789
+5,445
+2% +$148K 1.55% 6
2025
Q3 		$6.21M Buy
228,344
+6,374
+3% +$170K 1.51% 6
2025
Q2 		$5.77M Buy
+221,970
New +$5.37M 1.47% 6

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Legacy Wealth Asset Management's ESUM Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Eventide US Market ETF (ESUM) stake by 4.4% in Q2 2026, buying an estimated $317K and bringing the position to 261,253 shares worth $8M. The position accounts for 1.76% of the portfolio, ranked #6.

Legacy Wealth Asset Management first reported a position in ESUM in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Legacy Wealth Asset Management held 261,253 shares of Eventide US Market ETF worth $8M as of Q2 2026.
  • Legacy Wealth Asset Management bought 10,998 Eventide US Market ETF shares in Q2 2026, an estimated $317K.
  • Eventide US Market ETF made up 1.76% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #6 holding.
  • Legacy Wealth Asset Management first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.