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
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

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sound Financial Strategies Group's ELCV Position: Q1 2026 in Review

Sound Financial Strategies Group increased its Eventide High Dividend ETF (ELCV) stake by 19% in Q1 2026, buying an estimated $234K and bringing the position to 50,909 shares worth $1.48M. The position accounts for 1.01% of the portfolio, ranked #22.

Sound Financial Strategies Group first reported a position in ELCV in Q1 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

  • Sound Financial Strategies Group held 50,909 shares of Eventide High Dividend ETF worth $1.48M as of Q1 2026.
  • Sound Financial Strategies Group bought 8,190 Eventide High Dividend ETF shares in Q1 2026, an estimated $234K.
  • Eventide High Dividend ETF made up 1.01% of Sound Financial Strategies Group's portfolio in Q1 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 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.