True Wealth Design’s ESSA Bancorp ESSA Stock Holding History

True Wealth Design’s Portfolio ESSA Stock Details ESSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$39	–	2770
2025 Q2	$39	Sell	2 -14	-88%	-$259	﹤0.01%	2427
2025 Q1	$302	Buy	+16	New	+$324	﹤0.01%	1771

Other funds holding ESSA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's ESSA Position: Q3 2025 in Review

True Wealth Design sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 2 shares — an estimated $39 sold.

True Wealth Design first reported a position in ESSA in Q1 2025 and held it in 2 quarters. The position peaked at $302 in Q1 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

True Wealth Design reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 2 ESSA Bancorp shares in Q3 2025, an estimated $39.
True Wealth Design first reported a position in ESSA Bancorp in Q1 2025 and held it in 2 quarters.
True Wealth Design's ESSA Bancorp position peaked at $302 in Q1 2025.
1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.