OCFG
ESUM

O'Connor Financial Group’s Eventide US Market ETF ESUM Stock Holding History

O'Connor Financial Group’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13M Buy
493,521
+474,538
+2,500% +$12.5M 5.75% 4
2025
Q1 		$448K Buy
+18,983
New +$448K 0.23% 36