EverSource Wealth Advisors’s NextPlat NXPL Stock Holding History

EverSource Wealth Advisors’s Portfolio NXPL Stock Details NXPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$504K	Hold	58,067	–	–	0.02%	598
2026 Q2	$392K	Buy	+58,067	New	+$358K	0.01%	673

Other funds holding NXPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

EverSource Wealth Advisors's NXPL Position: Q3 2026 in Review

EverSource Wealth Advisors held its NextPlat (NXPL) position steady in Q3 2026 at 58,067 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #598.

EverSource Wealth Advisors first reported a position in NXPL in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold NXPL as of Q3 2026.

EverSource Wealth Advisors held 58,067 shares of NextPlat worth $504K as of Q3 2026.
EverSource Wealth Advisors left its NextPlat share count unchanged in Q3 2026.
NextPlat made up 0.02% of EverSource Wealth Advisors's portfolio in Q3 2026, its #598 holding.
EverSource Wealth Advisors first reported a position in NextPlat in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held NextPlat as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.