EverSource Wealth Advisors’s Xiao-I AIXI Stock Holding History

EverSource Wealth Advisors’s Portfolio AIXI Stock Details AIXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10	Closed	-$78	–	4389
2025 Q4	$78	Hold	10	–	–	﹤0.01%	4132
2025 Q3	$238	Buy	+10	New	+$354	﹤0.01%	4079

Other funds holding AIXI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $309M AUM

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

EverSource Wealth Advisors's AIXI Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Xiao-I (AIXI) in Q1 2026, closing a stake of 10 shares — an estimated $78 sold.

EverSource Wealth Advisors first reported a position in AIXI in Q3 2025 and held it in 2 quarters. The position peaked at $238 in Q3 2025. 9 funds tracked by Wall St. Rank hold AIXI as of Q1 2026.

EverSource Wealth Advisors reported no remaining Xiao-I position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 10 Xiao-I shares in Q1 2026, an estimated $78.
EverSource Wealth Advisors first reported a position in Xiao-I in Q3 2025 and held it in 2 quarters.
EverSource Wealth Advisors's Xiao-I position peaked at $238 in Q3 2025.
9 funds tracked by Wall St. Rank held Xiao-I as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.