Wealth Enhancement Advisory Services
ELCV

Wealth Enhancement Advisory Services’s Eventide High Dividend ETF ELCV Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.37M Buy
259,422
+68,115
+36% +$2.12M 0.01% 754
2026
Q1 		$5.56M Sell
191,307
-203,238
-52% -$5.81M 0.01% 852
2025
Q4 		$10.8M Buy
394,545
+221,398
+128% +$5.91M 0.01% 670
2025
Q3 		$4.65M Buy
173,147
+3,369
+2% +$87.9K 0.01% 989
2025
Q2 		$4.35M Buy
169,778
+27,273
+19% +$664K 0.01% 962
2025
Q1 		$3.55M Buy
142,505
+127,390
+843% +$3.25M 0.01% 971
2024
Q4 		$374K Buy
+15,115
New +$388K ﹤0.01% 2202

Other funds holding ELCV

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's ELCV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eventide High Dividend ETF (ELCV) stake by 36% in Q2 2026, buying an estimated $2.12M and bringing the position to 259,422 shares worth $8.37M. The position accounts for 0.01% of the portfolio, ranked #754.

Wealth Enhancement Advisory Services first reported a position in ELCV in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.8M in Q4 2025. 12 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 259,422 shares of Eventide High Dividend ETF worth $8.37M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 68,115 Eventide High Dividend ETF shares in Q2 2026, an estimated $2.12M.
  • Eventide High Dividend ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #754 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Eventide High Dividend ETF position peaked at $10.8M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.