OWM
ESUM

OneAscent Wealth Management’s Eventide US Market ETF ESUM Stock Holding History

OneAscent Wealth Management’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
2025
Q3 		– Sell
-24,965
Closed -$649K – 196
2025
Q2 		$649K Buy
+24,965
New +$605K 0.24% 51

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OneAscent Wealth Management's ESUM Position: Q3 2025 in Review

OneAscent Wealth Management sold out of Eventide US Market ETF (ESUM) in Q3 2025, closing a stake of 24,965 shares — an estimated $649K sold.

OneAscent Wealth Management first reported a position in ESUM in Q2 2025 and held it in 1 quarter. The position peaked at $649K in Q2 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q3 2025.

  • OneAscent Wealth Management reported no remaining Eventide US Market ETF position as of Q3 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 24,965 Eventide US Market ETF shares in Q3 2025, an estimated $649K.
  • OneAscent Wealth Management first reported a position in Eventide US Market ETF in Q2 2025 and held it in 1 quarter.
  • OneAscent Wealth Management's Eventide US Market ETF position peaked at $649K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2025.

Based on OneAscent Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.