EverSource Wealth Advisors’s ON24 ONTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-343	Closed	-$2.78K	–	4511
2026 Q1	$2.78K	Buy	343 +126	+58%	+$1.01K	﹤0.01%	3521
2025 Q4	$1.73K	Sell	217 -99	-31%	-$561	﹤0.01%	3546
2025 Q3	$1.81K	Sell	316 -2,082	-87%	-$11.2K	﹤0.01%	3555
2025 Q2	$13K	Buy	+2,398	New	+$12.3K	﹤0.01%	2633
2025 Q1	–	Sell	-11	Closed	-$71	–	4132
2024 Q4	$71	Buy	+11	New	+$71	﹤0.01%	3599
2022 Q1	–	Sell	-712	Closed	-$13K	–	1805
2021 Q4	$13K	Buy	+712	New	+$12.7K	﹤0.01%	857

Other funds holding ONTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of ON24 (ONTF) in Q2 2026, closing a stake of 343 shares — an estimated $2.78K sold.

EverSource Wealth Advisors first reported a position in ONTF in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q2 2025. 1 fund tracked by Wall St. Rank holds ONTF as of Q2 2026.

EverSource Wealth Advisors reported no remaining ON24 position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 343 ON24 shares in Q2 2026, an estimated $2.78K.
EverSource Wealth Advisors first reported a position in ON24 in Q4 2021 and held it in 6 quarters.
EverSource Wealth Advisors's ON24 position peaked at $13K in Q2 2025.
1 fund tracked by Wall St. Rank held ON24 as of Q2 2026.

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