OneAscent Financial Services’s Eventide Small Cap ETF ESSC Stock Holding History

OneAscent Financial Services’s Portfolio ESSC Stock Details ESSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$388K	Buy	+13,542	New	+$413K	0.02%	413

Other funds holding ESSC

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $116M AUM 17.63% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

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

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Moneywise Inc Forest, Virginia $105M AUM 14.6% 1-Year Est. Return

OneAscent Financial Services's ESSC Position: Q3 2026 in Review

OneAscent Financial Services opened a new position in Eventide Small Cap ETF (ESSC) in Q3 2026: 13,542 shares worth $388K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings.

19 funds tracked by Wall St. Rank hold ESSC as of Q3 2026.

OneAscent Financial Services held 13,542 shares of Eventide Small Cap ETF worth $388K as of Q3 2026.
Eventide Small Cap ETF was a new OneAscent Financial Services position in Q3 2026.
Eventide Small Cap ETF made up 0.02% of OneAscent Financial Services's portfolio in Q3 2026, its #413 holding.
19 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.