MI
ELCV

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

Moneywise 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
Q2 		$2.06M Buy
62,607
+4,887
+8% +$152K 0.77% 33
2026
Q1 		$1.67M Buy
57,720
+2,890
+5% +$82.6K 0.73% 33
2025
Q4 		$1.46M Buy
54,830
+5,344
+11% +$143K 0.61% 34
2025
Q3 		$1.32M Buy
49,486
+19,191
+63% +$501K 0.6% 30
2025
Q2 		$770K Buy
30,295
+1,405
+5% +$34.2K 0.36% 45
2025
Q1 		$719K Buy
+28,890
New +$737K 0.38% 38

Other funds holding ELCV

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Moneywise Inc's ELCV Position: Q2 2026 in Review

Moneywise Inc increased its Eventide High Dividend ETF (ELCV) stake by 8.5% in Q2 2026, buying an estimated $152K and bringing the position to 62,607 shares worth $2.06M. The position accounts for 0.77% of the portfolio, ranked #33.

Moneywise Inc first reported a position in ELCV in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Moneywise Inc held 62,607 shares of Eventide High Dividend ETF worth $2.06M as of Q2 2026.
  • Moneywise Inc bought 4,887 Eventide High Dividend ETF shares in Q2 2026, an estimated $152K.
  • Eventide High Dividend ETF made up 0.77% of Moneywise Inc's portfolio in Q2 2026, its #33 holding.
  • Moneywise Inc first reported a position in Eventide High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.