EWA
HODL icon

EverSource Wealth Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

EverSource Wealth Advisors’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5K Hold
913
– – ﹤0.01% 2586
2025
Q4 		$22.6K Hold
913
– – ﹤0.01% 2304
2025
Q3 		$29.6K Hold
913
– – ﹤0.01% 2069
2025
Q2 		$27.8K Buy
913
+593
+185% +$16.5K ﹤0.01% 2032
2025
Q1 		$7.46K Sell
320
-300
-48% -$7.9K ﹤0.01% 2284
2024
Q4 		$16.4K Buy
620
+220
+55% +$5.16K ﹤0.01% 1734
2024
Q3 		$7.18K Hold
400
– – ﹤0.01% 2054
2024
Q2 		$7.39K Hold
400
– – ﹤0.01% 2031
2024
Q1 		$6.68K Buy
+400
New +$6.19K ﹤0.01% 1899

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return