UBS Group
ELCV

UBS Group’s Eventide High Dividend ETF ELCV Stock Holding History

UBS 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 		– Sell
-70
Closed -$1.86K – 11413
2025
Q4 		$1.86K Sell
70
-1,037
-94% -$27.7K ﹤0.01% 9452
2025
Q3 		$29.6K Buy
+1,107
New +$28.9K ﹤0.01% 7906
2025
Q1 		– Sell
-1
Closed -$25 – 10888
2024
Q4 		$25 Buy
+1
New +$26 ﹤0.01% 9761

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

UBS Group's ELCV Position: Q1 2026 in Review

UBS Group sold out of Eventide High Dividend ETF (ELCV) in Q1 2026, closing a stake of 70 shares — an estimated $1.86K sold.

UBS Group first reported a position in ELCV in Q4 2024 and held it in 3 quarters. The position peaked at $29.6K in Q3 2025. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

  • UBS Group reported no remaining Eventide High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 70 Eventide High Dividend ETF shares in Q1 2026, an estimated $1.86K.
  • UBS Group first reported a position in Eventide High Dividend ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's Eventide High Dividend ETF position peaked at $29.6K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.