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

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

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.