SFS
ESUM

Security Financial Services’s Eventide US Market ETF ESUM Stock Holding History

Security Financial Services’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 		$299K Buy
9,749
+733
+8% +$21.1K 0.04% 165
2026
Q1 		$236K Buy
9,016
+637
+8% +$17.3K 0.04% 179
2025
Q4 		$226K Buy
+8,379
New +$228K 0.04% 206

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Security Financial Services's ESUM Position: Q2 2026 in Review

Security Financial Services increased its Eventide US Market ETF (ESUM) stake by 8.1% in Q2 2026, buying an estimated $21.1K and bringing the position to 9,749 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #165.

Security Financial Services first reported a position in ESUM in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Security Financial Services held 9,749 shares of Eventide US Market ETF worth $299K as of Q2 2026.
  • Security Financial Services bought 733 Eventide US Market ETF shares in Q2 2026, an estimated $21.1K.
  • Eventide US Market ETF made up 0.04% of Security Financial Services's portfolio in Q2 2026, its #165 holding.
  • Security Financial Services first reported a position in Eventide US Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.