AWM
EFOR

Activest Wealth Management’s Everforth Inc EFOR Stock Holding History

Activest Wealth Management’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97K Buy
+110
New +$2.69K ﹤0.01% 859
2025
Q2 		– Sell
-7
Closed -$382 – 1061
2025
Q1 		$441 Buy
+7
New +$539 ﹤0.01% 864

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Activest Wealth Management's EFOR Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 110 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in EFOR as recently as Q1 2025.

Activest Wealth Management first reported a position in EFOR in Q1 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Activest Wealth Management held 110 shares of Everforth Inc worth $1.97K as of Q2 2026.
  • Everforth Inc was a new Activest Wealth Management position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #859 holding.
  • Activest Wealth Management first reported a position in Everforth Inc in Q1 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.