SEM
ESUM

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
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

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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Equity Management's ESUM Position: Q1 2026 in Review

Strategic Equity Management reduced its Eventide US Market ETF (ESUM) stake by 1.1% in Q1 2026, selling an estimated $160K and leaving 524,422 shares worth $13.7M. The position accounts for 5.16% of the portfolio, ranked #5.

Strategic Equity Management first reported a position in ESUM in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.3M in Q4 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Strategic Equity Management held 524,422 shares of Eventide US Market ETF worth $13.7M as of Q1 2026.
  • Strategic Equity Management sold 5,876 Eventide US Market ETF shares in Q1 2026, an estimated $160K.
  • Eventide US Market ETF made up 5.16% of Strategic Equity Management's portfolio in Q1 2026, its #5 holding.
  • Strategic Equity Management first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Strategic Equity Management's Eventide US Market ETF position peaked at $14.3M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.