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 Q2	$2.12M	Buy	+106,862	New	+$2.03M	2%	14

Other funds holding ESN

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plus Group Wealth Advisors's ESN Position: Q2 2026 in Review

Plus Group Wealth Advisors opened a new position in Essential 40 Stock ETF (ESN) in Q2 2026: 106,862 shares worth $2.12M. The stake represents 2% of the portfolio and ranks #14 among its holdings.

3 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

Plus Group Wealth Advisors held 106,862 shares of Essential 40 Stock ETF worth $2.12M as of Q2 2026.
Essential 40 Stock ETF was a new Plus Group Wealth Advisors position in Q2 2026.
Essential 40 Stock ETF made up 2% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #14 holding.
3 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.