XY Planning Network’s Eventide US Market ETF ESUM Stock Holding History

XY Planning Network’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 Q3	$545K	Buy	+18,016	New	+$550K	0.06%	222

Other funds holding ESUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

XY Planning Network's ESUM Position: Q3 2026 in Review

XY Planning Network opened a new position in Eventide US Market ETF (ESUM) in Q3 2026: 18,016 shares worth $545K. The stake represents 0.06% of the portfolio and ranks #222 among its holdings.

11 funds tracked by Wall St. Rank hold ESUM as of Q3 2026.

XY Planning Network held 18,016 shares of Eventide US Market ETF worth $545K as of Q3 2026.
Eventide US Market ETF was a new XY Planning Network position in Q3 2026.
Eventide US Market ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #222 holding.
11 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.