Orgel Wealth Management’s Eventide Small Cap ETF ESSC Stock Holding History

Orgel Wealth Management’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	$5.83M	Buy	+203,660	New	+$6.21M	0.11%	37

Other funds holding ESSC

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FHC

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

WMWM

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Orgel Wealth Management's ESSC Position: Q3 2026 in Review

Orgel Wealth Management opened a new position in Eventide Small Cap ETF (ESSC) in Q3 2026: 203,660 shares worth $5.83M. The stake represents 0.11% of the portfolio and ranks #37 among its holdings.

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

Orgel Wealth Management held 203,660 shares of Eventide Small Cap ETF worth $5.83M as of Q3 2026.
Eventide Small Cap ETF was a new Orgel Wealth Management position in Q3 2026.
Eventide Small Cap ETF made up 0.11% of Orgel Wealth Management's portfolio in Q3 2026, its #37 holding.
8 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.