MFG
ESUM

Merit Financial Group’s Eventide US Market ETF ESUM Stock Holding History

Merit Financial Group’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 		$1.77M Buy
57,744
+10,329
+22% +$298K 0.01% 802
2026
Q1 		$1.24M Buy
47,415
+3,303
+7% +$89.9K 0.01% 878
2025
Q4 		$1.19M Buy
44,112
+5,221
+13% +$142K 0.01% 863
2025
Q3 		$1.06M Buy
+38,891
New +$1.04M 0.01% 843

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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Merit Financial Group's ESUM Position: Q2 2026 in Review

Merit Financial Group increased its Eventide US Market ETF (ESUM) stake by 22% in Q2 2026, buying an estimated $298K and bringing the position to 57,744 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #802.

Merit Financial Group first reported a position in ESUM in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Merit Financial Group held 57,744 shares of Eventide US Market ETF worth $1.77M as of Q2 2026.
  • Merit Financial Group bought 10,329 Eventide US Market ETF shares in Q2 2026, an estimated $298K.
  • Eventide US Market ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #802 holding.
  • Merit Financial Group first reported a position in Eventide US Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.