Plus Group Wealth Advisors’s Essential 40 Stock ETF ESN Stock Holding History

Plus Group Wealth Advisors’s Portfolio ESN Stock Details ESN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.88M	Buy	191,127 +84,265	+79%	+$1.71M	3.47%	9
2026 Q2	$2.12M	Buy	+106,862	New	+$2.03M	2%	14

Other funds holding ESN

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

BAS

Breakthru Advisory Services Muskego, Wisconsin $29.6M AUM 8.12% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

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

Plus Group Wealth Advisors's ESN Position: Q3 2026 in Review

Plus Group Wealth Advisors increased its Essential 40 Stock ETF (ESN) stake by 79% in Q3 2026, buying an estimated $1.71M and bringing the position to 191,127 shares worth $3.88M. The position accounts for 3.47% of the portfolio, ranked #9.

Plus Group Wealth Advisors first reported a position in ESN in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold ESN as of Q3 2026.

Plus Group Wealth Advisors held 191,127 shares of Essential 40 Stock ETF worth $3.88M as of Q3 2026.
Plus Group Wealth Advisors bought 84,265 Essential 40 Stock ETF shares in Q3 2026, an estimated $1.71M.
Essential 40 Stock ETF made up 3.47% of Plus Group Wealth Advisors's portfolio in Q3 2026, its #9 holding.
Plus Group Wealth Advisors first reported a position in Essential 40 Stock ETF in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q3 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.