PAW
ELCV

Plan A Wealth’s Eventide High Dividend ETF ELCV Stock Holding History

Plan A Wealth’s Portfolio ELCV Stock Details ELCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Sell
7,583
-526
-6% -$16.4K 0.11% 149
2026
Q1 		$235K Buy
8,109
+223
+3% +$6.37K 0.11% 144
2025
Q4 		$209K Sell
7,886
-2,735
-26% -$73.1K 0.1% 156
2025
Q3 		$284K Sell
10,621
-2,444
-19% -$63.8K 0.14% 118
2025
Q2 		$332K Buy
13,065
+975
+8% +$23.7K 0.19% 103
2025
Q1 		$301K Buy
12,090
+2,830
+31% +$72.2K 0.23% 71
2024
Q4 		$229K Buy
+9,260
New +$238K 0.21% 76

Other funds holding ELCV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Plan A Wealth's ELCV Position: Q2 2026 in Review

Plan A Wealth reduced its Eventide High Dividend ETF (ELCV) stake by 6.5% in Q2 2026, selling an estimated $16.4K and leaving 7,583 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #149.

Plan A Wealth first reported a position in ELCV in Q4 2024 and has held it in 7 quarters since. The position peaked at $332K in Q2 2025. 10 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Plan A Wealth held 7,583 shares of Eventide High Dividend ETF worth $249K as of Q2 2026.
  • Plan A Wealth sold 526 Eventide High Dividend ETF shares in Q2 2026, an estimated $16.4K.
  • Eventide High Dividend ETF made up 0.11% of Plan A Wealth's portfolio in Q2 2026, its #149 holding.
  • Plan A Wealth first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's Eventide High Dividend ETF position peaked at $332K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.