EWA
HKD

EverSource Wealth Advisors’s AMTD Digital HKD Stock Holding History

EverSource Wealth Advisors’s Portfolio HKD Stock Details HKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,249
Closed -$2.86K – 4448
2025
Q4 		$2.86K Sell
2,249
-3,072
-58% -$5K ﹤0.01% 3356
2025
Q3 		$9.58K Buy
5,321
+3,751
+239% +$6.56K ﹤0.01% 2844
2025
Q2 		$2.75K Buy
+1,570
New +$3.13K ﹤0.01% 3392
2024
Q1 		– Sell
-110
Closed -$459 – 2939
2023
Q4 		$459 Buy
+110
New +$501 ﹤0.01% 2537

Other funds holding HKD

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $240M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of AMTD Digital (HKD) in Q1 2026, closing a stake of 2,249 shares — an estimated $2.86K sold.

EverSource Wealth Advisors first reported a position in HKD in Q4 2023 and held it in 4 quarters. The position peaked at $9.58K in Q3 2025. 17 funds tracked by Wall St. Rank hold HKD as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining AMTD Digital position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,249 AMTD Digital shares in Q1 2026, an estimated $2.86K.
  • EverSource Wealth Advisors first reported a position in AMTD Digital in Q4 2023 and held it in 4 quarters.
  • EverSource Wealth Advisors's AMTD Digital position peaked at $9.58K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held AMTD Digital as of Q1 2026.

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