LFA
ELCV

LGT Financial Advisors’s Eventide High Dividend ETF ELCV Stock Holding History

LGT Financial Advisors’s Portfolio ELCV Stock Details ELCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-372
Closed -$9.87K – 280
2025
Q4 		$9.87K Hold
372
– – 0.06% 139
2025
Q3 		$9.95K Buy
+372
New +$9.71K 0.02% 232

Other funds holding ELCV

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

LGT Financial Advisors's ELCV Position: Q1 2026 in Review

LGT Financial Advisors sold out of Eventide High Dividend ETF (ELCV) in Q1 2026, closing a stake of 372 shares — an estimated $9.87K sold.

LGT Financial Advisors first reported a position in ELCV in Q3 2025 and held it in 2 quarters. The position peaked at $9.95K in Q3 2025. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

  • LGT Financial Advisors reported no remaining Eventide High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 372 Eventide High Dividend ETF shares in Q1 2026, an estimated $9.87K.
  • LGT Financial Advisors first reported a position in Eventide High Dividend ETF in Q3 2025 and held it in 2 quarters.
  • LGT Financial Advisors's Eventide High Dividend ETF position peaked at $9.95K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.