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EverSource Wealth Advisors’s CKX Lands CKX Stock Holding History

EverSource Wealth Advisors’s Portfolio CKX Stock Details CKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-400
Closed -$4.28K – 4349
2025
Q2 		$4.28K Hold
400
– – ﹤0.01% 3225
2025
Q1 		$4.75K Hold
400
– – ﹤0.01% 2526
2024
Q4 		$5.04K Hold
400
– – ﹤0.01% 2341
2024
Q3 		$5.57K Hold
400
– – ﹤0.01% 2183
2024
Q2 		$5.21K Hold
400
– – ﹤0.01% 2210
2024
Q1 		$5.62K Hold
400
– – ﹤0.01% 1995
2023
Q4 		$5.18K Hold
400
– – ﹤0.01% 1843
2023
Q3 		$5.25K Hold
400
– – ﹤0.01% 1688
2023
Q2 		$4K Hold
400
– – ﹤0.01% 1818
2023
Q1 		$3.77K Hold
400
– – ﹤0.01% 1737
2022
Q4 		$3.98K Hold
400
– – ﹤0.01% 1692
2022
Q3 		$4K Hold
400
– – ﹤0.01% 1421
2022
Q2 		$4K Hold
400
– – ﹤0.01% 1314
2022
Q1 		$4K Hold
400
– – ﹤0.01% 1319
2021
Q4 		$5K Buy
+400
New +$4.65K ﹤0.01% 1242

Other funds holding CKX

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

EverSource Wealth Advisors's CKX Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of CKX Lands (CKX) in Q3 2025, closing a stake of 400 shares — an estimated $4.28K sold.

EverSource Wealth Advisors first reported a position in CKX in Q4 2021 and held it in 15 quarters. The position peaked at $5.62K in Q1 2024. 18 funds tracked by Wall St. Rank hold CKX as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining CKX Lands position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 400 CKX Lands shares in Q3 2025, an estimated $4.28K.
  • EverSource Wealth Advisors first reported a position in CKX Lands in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's CKX Lands position peaked at $5.62K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held CKX Lands as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.