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 Q3	$231K	Buy	7,625 +42	+0.6%	+$1.33K	0.08%	172
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

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

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

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

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

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

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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Plan A Wealth's ELCV Position: Q3 2026 in Review

Plan A Wealth increased its Eventide High Dividend ETF (ELCV) stake by 0.55% in Q3 2026, buying an estimated $1.33K and bringing the position to 7,625 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #172.

Plan A Wealth first reported a position in ELCV in Q4 2024 and has held it in 8 quarters since. The position peaked at $332K in Q2 2025. 13 funds tracked by Wall St. Rank hold ELCV as of Q3 2026.

Plan A Wealth held 7,625 shares of Eventide High Dividend ETF worth $231K as of Q3 2026.
Plan A Wealth bought 42 Eventide High Dividend ETF shares in Q3 2026, an estimated $1.33K.
Eventide High Dividend ETF made up 0.08% of Plan A Wealth's portfolio in Q3 2026, its #172 holding.
Plan A Wealth first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's Eventide High Dividend ETF position peaked at $332K in Q2 2025.
13 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.