EWA
FEVR

EverSource Wealth Advisors’s Inspire Faithward Large Cap Momentum ETF FEVR Stock Holding History

EverSource Wealth Advisors’s Portfolio FEVR Stock Details FEVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-30
Closed -$1K – 1944
2022
Q1 		$1K Hold
30
– – ﹤0.01% 1681
2021
Q4 		$1K Buy
+30
New +$898 ﹤0.01% 1756

Other funds holding FEVR

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SCM
SevenOneSeven Capital Management Lancaster, Pennsylvania $2.17M AUM 8.67% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

EverSource Wealth Advisors's FEVR Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of Inspire Faithward Large Cap Momentum ETF (FEVR) in Q2 2022, closing a stake of 30 shares — an estimated $1K sold.

EverSource Wealth Advisors first reported a position in FEVR in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 8 funds tracked by Wall St. Rank hold FEVR as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining Inspire Faithward Large Cap Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 30 Inspire Faithward Large Cap Momentum ETF shares in Q2 2022, an estimated $1K.
  • EverSource Wealth Advisors first reported a position in Inspire Faithward Large Cap Momentum ETF in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's Inspire Faithward Large Cap Momentum ETF position peaked at $1K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Inspire Faithward Large Cap Momentum ETF as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.