RMG Wealth Management’s ESSA Bancorp ESSA Stock Holding History

RMG Wealth Management’s Portfolio ESSA Stock Details ESSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-203	Closed	-$4.13K	–	339
2025 Q2	$4.13K	Buy	+203	New	+$3.75K	﹤0.01%	261

Other funds holding ESSA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RMG Wealth Management's ESSA Position: Q3 2025 in Review

RMG Wealth Management sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 203 shares — an estimated $4.13K sold.

RMG Wealth Management first reported a position in ESSA in Q2 2025 and held it in 1 quarter. The position peaked at $4.13K in Q2 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

RMG Wealth Management reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
RMG Wealth Management sold 203 ESSA Bancorp shares in Q3 2025, an estimated $4.13K.
RMG Wealth Management first reported a position in ESSA Bancorp in Q2 2025 and held it in 1 quarter.
RMG Wealth Management's ESSA Bancorp position peaked at $4.13K in Q2 2025.
1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on RMG Wealth Management's 13F filing for Q3 2025, filed 30 Oct 2025.