QPW
ESN

Quantum Private Wealth’s Essential 40 Stock ETF ESN Stock Holding History

Quantum Private Wealth’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
Q1 		$1.09M Buy
62,000
+3,000
+5% +$53.7K 0.34% 57
2025
Q4 		$1.01M Buy
59,000
+28,000
+90% +$480K 0.3% 60
2025
Q3 		$529K Buy
+31,000
New +$509K 0.15% 98

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quantum Private Wealth's ESN Position: Q1 2026 in Review

Quantum Private Wealth increased its Essential 40 Stock ETF (ESN) stake by 5.1% in Q1 2026, buying an estimated $53.7K and bringing the position to 62,000 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #57.

Quantum Private Wealth first reported a position in ESN in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Quantum Private Wealth held 62,000 shares of Essential 40 Stock ETF worth $1.09M as of Q1 2026.
  • Quantum Private Wealth bought 3,000 Essential 40 Stock ETF shares in Q1 2026, an estimated $53.7K.
  • Essential 40 Stock ETF made up 0.34% of Quantum Private Wealth's portfolio in Q1 2026, its #57 holding.
  • Quantum Private Wealth first reported a position in Essential 40 Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.