UBS Group
ESUM

UBS Group’s Eventide US Market ETF ESUM Stock Holding History

UBS Group’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
2025
Q2 		– Sell
-140
Closed -$3.31K – 11083
2025
Q1 		$3.31K Buy
+140
New +$3.45K ﹤0.01% 9229

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
MI
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 $586M AUM 15.84% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

UBS Group's ESUM Position: Q2 2025 in Review

UBS Group sold out of Eventide US Market ETF (ESUM) in Q2 2025, closing a stake of 140 shares — an estimated $3.31K sold.

UBS Group first reported a position in ESUM in Q1 2025 and held it in 1 quarter. The position peaked at $3.31K in Q1 2025. 31 funds tracked by Wall St. Rank hold ESUM as of Q2 2025.

  • UBS Group reported no remaining Eventide US Market ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 140 Eventide US Market ETF shares in Q2 2025, an estimated $3.31K.
  • UBS Group first reported a position in Eventide US Market ETF in Q1 2025 and held it in 1 quarter.
  • UBS Group's Eventide US Market ETF position peaked at $3.31K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.