Summit Wealth Group (Colorado)’s Eventide High Dividend ETF ELCV Stock Holding History

Summit Wealth Group (Colorado)’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	$2.66M	Buy	+80,829	New	+$2.52M	0.22%	59

Other funds holding ELCV

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

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

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

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ELCV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Eventide High Dividend ETF (ELCV) in Q2 2026: 80,829 shares worth $2.66M. The stake represents 0.22% of the portfolio and ranks #59 among its holdings.

65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

Summit Wealth Group (Colorado) held 80,829 shares of Eventide High Dividend ETF worth $2.66M as of Q2 2026.
Eventide High Dividend ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
Eventide High Dividend ETF made up 0.22% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #59 holding.
65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.