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
Q2 		$266K Buy
8,668
+681
+9% +$19.6K ﹤0.01% 2418
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

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 $298M AUM 27.02% 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
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sanctuary Advisors's ESUM Position: Q2 2026 in Review

Sanctuary Advisors increased its Eventide US Market ETF (ESUM) stake by 8.5% in Q2 2026, buying an estimated $19.6K and bringing the position to 8,668 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Sanctuary Advisors first reported a position in ESUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2025. 39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Sanctuary Advisors held 8,668 shares of Eventide US Market ETF worth $266K as of Q2 2026.
  • Sanctuary Advisors bought 681 Eventide US Market ETF shares in Q2 2026, an estimated $19.6K.
  • Eventide US Market ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2418 holding.
  • Sanctuary Advisors first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Sanctuary Advisors's Eventide US Market ETF position peaked at $1.51M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.