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

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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