Strategic Equity Management’s Eventide US Market ETF ESUM Stock Holding History

Strategic Equity Management’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	$16.6M	Buy	542,739 +18,317	+3%	+$528K	5.58%	6
2026 Q1	$13.7M	Sell	524,422 -5,876	-1%	-$160K	5.16%	5
2025 Q4	$14.3M	Buy	530,298 +42,752	+9%	+$1.16M	4.84%	7
2025 Q3	$13.3M	Buy	487,546 +14,014	+3%	+$373K	4.91%	9
2025 Q2	$12.3M	Buy	473,532 +409,363	+638%	+$9.91M	4.53%	9
2025 Q1	$1.52M	Buy	+64,169	New	+$1.58M	0.64%	21

Other funds holding ESUM

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

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 $673M AUM 21.2% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Strategic Equity Management's ESUM Position: Q2 2026 in Review

Strategic Equity Management increased its Eventide US Market ETF (ESUM) stake by 3.5% in Q2 2026, buying an estimated $528K and bringing the position to 542,739 shares worth $16.6M. The position accounts for 5.58% of the portfolio, ranked #6.

Strategic Equity Management first reported a position in ESUM in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

Strategic Equity Management held 542,739 shares of Eventide US Market ETF worth $16.6M as of Q2 2026.
Strategic Equity Management bought 18,317 Eventide US Market ETF shares in Q2 2026, an estimated $528K.
Eventide US Market ETF made up 5.58% of Strategic Equity Management's portfolio in Q2 2026, its #6 holding.
Strategic Equity Management first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.