EverSource Wealth Advisors
FUND icon

EverSource Wealth Advisors’s Sprott Focus Trust FUND Stock Holding History

EverSource Wealth Advisors’s Portfolio FUND Stock Details FUND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165 Hold
17
– – ﹤0.01% 4264
2026
Q1 		$164 Hold
17
– – ﹤0.01% 4220
2025
Q4 		$147 Hold
17
– – ﹤0.01% 4063
2025
Q3 		$137 Buy
17
+1
+6% +$8 ﹤0.01% 4156
2025
Q2 		$122 Hold
16
– – ﹤0.01% 4105
2025
Q1 		$119 Hold
16
– – ﹤0.01% 3799
2024
Q4 		$117 Hold
16
– – ﹤0.01% 3520
2024
Q3 		$123 Hold
16
– – ﹤0.01% 2974
2024
Q2 		$130 Hold
16
– – ﹤0.01% 2990
2024
Q1 		$121 Buy
+16
New +$123 ﹤0.01% 2821

Other funds holding FUND

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

EverSource Wealth Advisors's FUND Position: Q2 2026 in Review

EverSource Wealth Advisors held its Sprott Focus Trust (FUND) position steady in Q2 2026 at 17 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #4264.

EverSource Wealth Advisors first reported a position in FUND in Q1 2024 and has held it in 10 quarters since. 34 funds tracked by Wall St. Rank hold FUND as of Q2 2026.

  • EverSource Wealth Advisors held 17 shares of Sprott Focus Trust worth $165 as of Q2 2026.
  • EverSource Wealth Advisors left its Sprott Focus Trust share count unchanged in Q2 2026.
  • Sprott Focus Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4264 holding.
  • EverSource Wealth Advisors first reported a position in Sprott Focus Trust in Q1 2024 and has held it in 10 quarters since.
  • 34 funds tracked by Wall St. Rank held Sprott Focus Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.