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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.1M	Buy	500,514 +4,511	+0.9%	+$138K	5.37%	5
2026 Q2	$15.2M	Sell	496,003 -104	-0%	-$3K	5.37%	6
2026 Q1	$13M	Sell	496,107 -2,000	-0.4%	-$54.4K	5.31%	6
2025 Q4	$13.7M	Buy	498,107 +9,384	+2%	+$255K	5.48%	5
2025 Q3	$13.3M	Sell	488,723 -4,798	-1%	-$128K	5.57%	4
2025 Q2	$13M	Buy	493,521 +474,538	+2,500%	+$11.5M	5.75%	4
2025 Q1	$448K	Buy	+18,983	New	+$468K	0.23%	36

Other funds holding ESUM

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

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

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

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

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

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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

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

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

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

O'Connor Financial Group's ESUM Position: Q3 2026 in Review

O'Connor Financial Group increased its Eventide US Market ETF (ESUM) stake by 0.91% in Q3 2026, buying an estimated $138K and bringing the position to 500,514 shares worth $15.1M. The position accounts for 5.37% of the portfolio, ranked #5.

O'Connor Financial Group first reported a position in ESUM in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.2M in Q2 2026. 15 funds tracked by Wall St. Rank hold ESUM as of Q3 2026.

O'Connor Financial Group held 500,514 shares of Eventide US Market ETF worth $15.1M as of Q3 2026.
O'Connor Financial Group bought 4,511 Eventide US Market ETF shares in Q3 2026, an estimated $138K.
Eventide US Market ETF made up 5.37% of O'Connor Financial Group's portfolio in Q3 2026, its #5 holding.
O'Connor Financial Group first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 7 quarters since.
O'Connor Financial Group's Eventide US Market ETF position peaked at $15.2M in Q2 2026.
15 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2026.

Based on O'Connor Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.