SA
ESUM

Sanctuary Advisors’s Eventide US Market ETF ESUM Stock Holding History

Sanctuary Advisors’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
Q1 		$209K Sell
7,987
-6,661
-45% -$181K ﹤0.01% 2350
2025
Q4 		$394K Sell
14,648
-5,283
-27% -$144K ﹤0.01% 1863
2025
Q3 		$542K Sell
19,931
-38,100
-66% -$1.01M ﹤0.01% 1667
2025
Q2 		$1.51M Buy
+58,031
New +$1.41M 0.01% 982

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sanctuary Advisors's ESUM Position: Q1 2026 in Review

Sanctuary Advisors reduced its Eventide US Market ETF (ESUM) stake by 45% in Q1 2026, selling an estimated $181K and leaving 7,987 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Sanctuary Advisors first reported a position in ESUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Sanctuary Advisors held 7,987 shares of Eventide US Market ETF worth $209K as of Q1 2026.
  • Sanctuary Advisors sold 6,661 Eventide US Market ETF shares in Q1 2026, an estimated $181K.
  • Eventide US Market ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2350 holding.
  • Sanctuary Advisors first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Sanctuary Advisors's Eventide US Market ETF position peaked at $1.51M in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

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