LFA
ESUM

LGT Financial Advisors’s Eventide US Market ETF ESUM Stock Holding History

LGT Financial Advisors’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 		$85K Buy
3,248
+308
+10% +$8.38K 0.44% 41
2025
Q4 		$79.2K Hold
2,940
– – 0.48% 44
2025
Q3 		$79.9K Buy
+2,940
New +$78.3K 0.17% 101

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 $229M AUM 19.21% 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

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

LGT Financial Advisors increased its Eventide US Market ETF (ESUM) stake by 10% in Q1 2026, buying an estimated $8.38K and bringing the position to 3,248 shares worth $85K. The position accounts for 0.44% of the portfolio, ranked #41.

LGT Financial Advisors first reported a position in ESUM in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • LGT Financial Advisors held 3,248 shares of Eventide US Market ETF worth $85K as of Q1 2026.
  • LGT Financial Advisors bought 308 Eventide US Market ETF shares in Q1 2026, an estimated $8.38K.
  • Eventide US Market ETF made up 0.44% of LGT Financial Advisors's portfolio in Q1 2026, its #41 holding.
  • LGT Financial Advisors first reported a position in Eventide US Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

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