Wealth Enhancement Advisory Services
ESUM

Wealth Enhancement Advisory Services’s Eventide US Market ETF ESUM Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$35.2M Buy
1,154,392
+198,874
+21% +$5.73M 0.06% 285
2026
Q1 		$25.3M Sell
955,518
-497,809
-34% -$13.5M 0.05% 322
2025
Q4 		$40.2M Buy
1,453,327
+1,387,194
+2,098% +$37.7M 0.05% 303
2025
Q3 		$1.81M Buy
66,133
+52,154
+373% +$1.39M ﹤0.01% 1503
2025
Q2 		$369K Buy
13,979
+130
+0.9% +$3.15K ﹤0.01% 2453
2025
Q1 		$327K Buy
+13,849
New +$341K ﹤0.01% 2381

Other funds holding ESUM

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Eventide US Market ETF (ESUM) stake by 21% in Q2 2026, buying an estimated $5.73M and bringing the position to 1,154,392 shares worth $35.2M. The position accounts for 0.06% of the portfolio, ranked #285.

Wealth Enhancement Advisory Services first reported a position in ESUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.2M in Q4 2025. 15 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,154,392 shares of Eventide US Market ETF worth $35.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 198,874 Eventide US Market ETF shares in Q2 2026, an estimated $5.73M.
  • Eventide US Market ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #285 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Eventide US Market ETF position peaked at $40.2M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

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