SFSG
ELCV

Sound Financial Strategies Group’s Eventide High Dividend ETF ELCV Stock Holding History

Sound Financial Strategies Group’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
Q2 		$1.69M Buy
51,323
+414
+0.8% +$12.9K 1.07% 22
2026
Q1 		$1.48M Buy
50,909
+8,190
+19% +$234K 1.01% 22
2025
Q4 		$1.13M Sell
42,719
-475
-1% -$12.7K 0.8% 27
2025
Q3 		$1.16M Sell
43,194
-999
-2% -$26.1K 0.84% 27
2025
Q2 		$1.12M Sell
44,193
-1,748
-4% -$42.6K 0.95% 20
2025
Q1 		$1.14M Buy
+45,941
New +$1.17M 1.02% 19

Other funds holding ELCV

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Sound Financial Strategies Group's ELCV Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Eventide High Dividend ETF (ELCV) stake by 0.81% in Q2 2026, buying an estimated $12.9K and bringing the position to 51,323 shares worth $1.69M. The position accounts for 1.07% of the portfolio, ranked #22.

Sound Financial Strategies Group first reported a position in ELCV in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Sound Financial Strategies Group held 51,323 shares of Eventide High Dividend ETF worth $1.69M as of Q2 2026.
  • Sound Financial Strategies Group bought 414 Eventide High Dividend ETF shares in Q2 2026, an estimated $12.9K.
  • Eventide High Dividend ETF made up 1.07% of Sound Financial Strategies Group's portfolio in Q2 2026, its #22 holding.
  • Sound Financial Strategies Group first reported a position in Eventide High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.