SF
ELCV

SageOak Financial’s Eventide High Dividend ETF ELCV Stock Holding History

SageOak Financial’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
Q2 		$990K Sell
30,128
-1,768
-6% -$55K 0.64% 17
2026
Q1 		$925K Sell
31,896
-409
-1% -$11.7K 0.65% 18
2025
Q4 		$857K Buy
32,305
+331
+1% +$8.84K 0.62% 17
2025
Q3 		$855K Buy
31,974
+365
+1% +$9.53K 0.63% 17
2025
Q2 		$803K Buy
+31,609
New +$770K 0.64% 17

Other funds holding ELCV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

SageOak Financial's ELCV Position: Q2 2026 in Review

SageOak Financial reduced its Eventide High Dividend ETF (ELCV) stake by 5.5% in Q2 2026, selling an estimated $55K and leaving 30,128 shares worth $990K. The position accounts for 0.64% of the portfolio, ranked #17.

SageOak Financial first reported a position in ELCV in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • SageOak Financial held 30,128 shares of Eventide High Dividend ETF worth $990K as of Q2 2026.
  • SageOak Financial sold 1,768 Eventide High Dividend ETF shares in Q2 2026, an estimated $55K.
  • Eventide High Dividend ETF made up 0.64% of SageOak Financial's portfolio in Q2 2026, its #17 holding.
  • SageOak Financial first reported a position in Eventide High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.