WMWM
ELCV

Whitaker-Myers Wealth Managers’s Eventide High Dividend ETF ELCV Stock Holding History

Whitaker-Myers Wealth Managers’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 		$205K Buy
+6,235
New +$194K 0.03% 112
2025
Q4 		– Sell
-8,816
Closed -$236K – 132
2025
Q3 		$236K Buy
+8,816
New +$230K 0.05% 110

Other funds holding ELCV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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

Whitaker-Myers Wealth Managers's ELCV Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Eventide High Dividend ETF (ELCV) in Q2 2026: 6,235 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings. This is a return to the name: Whitaker-Myers Wealth Managers previously reported a position in ELCV as recently as Q3 2025.

Whitaker-Myers Wealth Managers first reported a position in ELCV in Q3 2025 and has held it in 2 quarters since. The position peaked at $236K in Q3 2025. 12 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 6,235 shares of Eventide High Dividend ETF worth $205K as of Q2 2026.
  • Eventide High Dividend ETF was a new Whitaker-Myers Wealth Managers position in Q2 2026.
  • Eventide High Dividend ETF made up 0.03% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #112 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Eventide High Dividend ETF in Q3 2025 and has held it in 2 quarters since.
  • Whitaker-Myers Wealth Managers's Eventide High Dividend ETF position peaked at $236K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.