SF
ESUM

SageOak Financial’s Eventide US Market ETF ESUM Stock Holding History

SageOak Financial’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Sell
60,000
-1,064
-2% -$30.7K 1.2% 12
2026
Q1 		$1.6M Buy
61,064
+430
+0.7% +$11.7K 1.12% 12
2025
Q4 		$1.63M Buy
60,634
+532
+0.9% +$14.5K 1.18% 12
2025
Q3 		$1.63M Buy
60,102
+2,872
+5% +$76.4K 1.2% 11
2025
Q2 		$1.49M Buy
+57,230
New +$1.39M 1.19% 12

Other funds holding ESUM

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
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

SageOak Financial's ESUM Position: Q2 2026 in Review

SageOak Financial reduced its Eventide US Market ETF (ESUM) stake by 1.7% in Q2 2026, selling an estimated $30.7K and leaving 60,000 shares worth $1.84M. The position accounts for 1.2% of the portfolio, ranked #12.

SageOak Financial first reported a position in ESUM in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • SageOak Financial held 60,000 shares of Eventide US Market ETF worth $1.84M as of Q2 2026.
  • SageOak Financial sold 1,064 Eventide US Market ETF shares in Q2 2026, an estimated $30.7K.
  • Eventide US Market ETF made up 1.2% of SageOak Financial's portfolio in Q2 2026, its #12 holding.
  • SageOak Financial first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

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