Valmark Advisers’s Eventide Large Cap Growth ETF ESLG Stock Holding History

Valmark Advisers’s Portfolio ESLG Stock Details ESLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.15M	Sell	75,921 -1,526	-2%	-$43.4K	0.02%	263
2026 Q2	$2.23M	Buy	77,447 +5,662	+8%	+$150K	0.02%	254
2026 Q1	$1.68M	Buy	71,785 +2,391	+3%	+$58.9K	0.02%	272
2025 Q4	$1.73M	Buy	+69,394	New	+$1.75M	0.02%	267

Other funds holding ESLG

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $687M AUM 13.92% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Valmark Advisers's ESLG Position: Q3 2026 in Review

Valmark Advisers reduced its Eventide Large Cap Growth ETF (ESLG) stake by 2% in Q3 2026, selling an estimated $43.4K and leaving 75,921 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #263.

Valmark Advisers first reported a position in ESLG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.23M in Q2 2026. 19 funds tracked by Wall St. Rank hold ESLG as of Q3 2026.

Valmark Advisers held 75,921 shares of Eventide Large Cap Growth ETF worth $2.15M as of Q3 2026.
Valmark Advisers sold 1,526 Eventide Large Cap Growth ETF shares in Q3 2026, an estimated $43.4K.
Eventide Large Cap Growth ETF made up 0.02% of Valmark Advisers's portfolio in Q3 2026, its #263 holding.
Valmark Advisers first reported a position in Eventide Large Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
Valmark Advisers's Eventide Large Cap Growth ETF position peaked at $2.23M in Q2 2026.
19 funds tracked by Wall St. Rank held Eventide Large Cap Growth ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.