SA
ESN

Sanctuary Advisors’s Essential 40 Stock ETF ESN Stock Holding History

Sanctuary Advisors’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 		$57.6M Sell
3,289,819
-12,891
-0.4% -$231K 0.31% 61
2025
Q4 		$56.7M Buy
3,302,710
+60,156
+2% +$1.03M 0.31% 62
2025
Q3 		$55.3M Buy
3,242,554
+176,628
+6% +$2.9M 0.32% 56
2025
Q2 		$49.2M Buy
3,065,926
+288,548
+10% +$4.4M 0.3% 61
2025
Q1 		$42.6M Sell
2,777,378
-7,371
-0.3% -$114K 0.3% 68
2024
Q4 		$43.5M Buy
+2,784,749
New +$42.7M 0.27% 71

Other funds holding ESN

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
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

Sanctuary Advisors's ESN Position: Q1 2026 in Review

Sanctuary Advisors reduced its Essential 40 Stock ETF (ESN) stake by 0.39% in Q1 2026, selling an estimated $231K and leaving 3,289,819 shares worth $57.6M. The position accounts for 0.31% of the portfolio, ranked #61.

Sanctuary Advisors first reported a position in ESN in Q4 2024 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Sanctuary Advisors held 3,289,819 shares of Essential 40 Stock ETF worth $57.6M as of Q1 2026.
  • Sanctuary Advisors sold 12,891 Essential 40 Stock ETF shares in Q1 2026, an estimated $231K.
  • Essential 40 Stock ETF made up 0.31% of Sanctuary Advisors's portfolio in Q1 2026, its #61 holding.
  • Sanctuary Advisors first reported a position in Essential 40 Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.