Schwallier Wealth Management’s Eventide High Dividend ETF ELCV Stock Holding History

Schwallier Wealth Management’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 Q1	$236K	Buy	+8,122	New	+$232K	0.17%	58

Other funds holding ELCV

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Schwallier Wealth Management's ELCV Position: Q1 2026 in Review

Schwallier Wealth Management opened a new position in Eventide High Dividend ETF (ELCV) in Q1 2026: 8,122 shares worth $236K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings.

51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

Schwallier Wealth Management held 8,122 shares of Eventide High Dividend ETF worth $236K as of Q1 2026.
Eventide High Dividend ETF was a new Schwallier Wealth Management position in Q1 2026.
Eventide High Dividend ETF made up 0.17% of Schwallier Wealth Management's portfolio in Q1 2026, its #58 holding.
51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.