LVZ Inc’s Eventide High Dividend ETF ELCV Stock Holding History

LVZ Inc’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 Q3	$4.63M	Buy	152,620 +156	+0.1%	+$4.93K	0.47%	20
2026 Q2	$5.01M	Sell	152,464 -290	-0.2%	-$9.02K	0.51%	19
2026 Q1	$4.43M	Sell	152,754 -5,679	-4%	-$162K	0.51%	20
2025 Q4	$4.2M	Buy	158,433 +684	+0.4%	+$18.3K	0.47%	19
2025 Q3	$4.22M	Buy	157,749 +39,867	+34%	+$1.04M	0.48%	20
2025 Q2	$2.99M	Sell	117,882 -3,609	-3%	-$87.9K	0.36%	23
2025 Q1	$3.02M	Buy	+121,491	New	+$3.1M	0.4%	21

Other funds holding ELCV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LVZ Inc's ELCV Position: Q3 2026 in Review

LVZ Inc increased its Eventide High Dividend ETF (ELCV) stake by 0.1% in Q3 2026, buying an estimated $4.93K and bringing the position to 152,620 shares worth $4.63M. The position accounts for 0.47% of the portfolio, ranked #20.

LVZ Inc first reported a position in ELCV in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.01M in Q2 2026. 16 funds tracked by Wall St. Rank hold ELCV as of Q3 2026.

LVZ Inc held 152,620 shares of Eventide High Dividend ETF worth $4.63M as of Q3 2026.
LVZ Inc bought 156 Eventide High Dividend ETF shares in Q3 2026, an estimated $4.93K.
Eventide High Dividend ETF made up 0.47% of LVZ Inc's portfolio in Q3 2026, its #20 holding.
LVZ Inc first reported a position in Eventide High Dividend ETF in Q1 2025 and has held it in 7 quarters since.
LVZ Inc's Eventide High Dividend ETF position peaked at $5.01M in Q2 2026.
16 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.