SageOak Financial
ELCV icon

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
Q3 		$990K Buy
32,646
+2,518
+8% +$79.6K 0.64% 16
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% +$9.5K 0.63% 17
2025
Q2 		$803K Buy
+31,609
New +$770K 0.64% 17

Other funds holding ELCV

Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Bare Financial Services
Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SageOak Financial's ELCV Position: Q3 2026 in Review

SageOak Financial increased its Eventide High Dividend ETF (ELCV) stake by 8.4% in Q3 2026, buying an estimated $79.6K and bringing the position to 32,646 shares worth $990K. The position accounts for 0.64% of the portfolio, ranked #16.

SageOak Financial first reported a position in ELCV in Q2 2025 and has held it in 6 quarters since. The position peaked at $990K in Q2 2026. 46 funds tracked by Wall St. Rank hold ELCV as of Q3 2026.

  • SageOak Financial held 32,646 shares of Eventide High Dividend ETF worth $990K as of Q3 2026.
  • SageOak Financial bought 2,518 Eventide High Dividend ETF shares in Q3 2026, an estimated $79.6K.
  • Eventide High Dividend ETF made up 0.64% of SageOak Financial's portfolio in Q3 2026, its #16 holding.
  • SageOak Financial first reported a position in Eventide High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
  • SageOak Financial's Eventide High Dividend ETF position peaked at $990K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.