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
Q2 		$99.5K Hold
3,248
– – 0.53% 36
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

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 $298M AUM 27.02% 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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LGT Financial Advisors's ESUM Position: Q2 2026 in Review

LGT Financial Advisors held its Eventide US Market ETF (ESUM) position steady in Q2 2026 at 3,248 shares worth $99.5K. The position accounts for 0.53% of the portfolio, ranked #36.

LGT Financial Advisors first reported a position in ESUM in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • LGT Financial Advisors held 3,248 shares of Eventide US Market ETF worth $99.5K as of Q2 2026.
  • LGT Financial Advisors left its Eventide US Market ETF share count unchanged in Q2 2026.
  • Eventide US Market ETF made up 0.53% of LGT Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • LGT Financial Advisors first reported a position in Eventide US Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.