SOS
ESUM

Silver Oak Securities’s Eventide US Market ETF ESUM Stock Holding History

Silver Oak Securities’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
Q1 		$2.23K Buy
+85
New +$2.31K ﹤0.01% 780

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
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 $266M AUM 20.85% 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 $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Silver Oak Securities's ESUM Position: Q1 2026 in Review

Silver Oak Securities opened a new position in Eventide US Market ETF (ESUM) in Q1 2026: 85 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings.

38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Silver Oak Securities held 85 shares of Eventide US Market ETF worth $2.23K as of Q1 2026.
  • Eventide US Market ETF was a new Silver Oak Securities position in Q1 2026.
  • Eventide US Market ETF made up ﹤0.01% of Silver Oak Securities's portfolio in Q1 2026, its #780 holding.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.