EWA
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EverSource Wealth Advisors’s ProShares UltraShort FTSE Europe EPV Stock Holding History

EverSource Wealth Advisors’s Portfolio EPV Stock Details EPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-54
Closed -$3.42K – 2425
2022
Q4 		$3.42K Buy
+54
New +$4K ﹤0.01% 1734

Other funds holding EPV

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverSource Wealth Advisors's EPV Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of ProShares UltraShort FTSE Europe (EPV) in Q1 2023, closing a stake of 54 shares — an estimated $3.42K sold.

EverSource Wealth Advisors first reported a position in EPV in Q4 2022 and held it in 1 quarter. The position peaked at $3.42K in Q4 2022. 15 funds tracked by Wall St. Rank hold EPV as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining ProShares UltraShort FTSE Europe position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 54 ProShares UltraShort FTSE Europe shares in Q1 2023, an estimated $3.42K.
  • EverSource Wealth Advisors first reported a position in ProShares UltraShort FTSE Europe in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's ProShares UltraShort FTSE Europe position peaked at $3.42K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held ProShares UltraShort FTSE Europe as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.