EverSource Wealth Advisors
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EverSource Wealth Advisors’s TrueShares S&P Autocallable Defensive Income ETF PAYM Stock Holding History

EverSource Wealth Advisors’s Portfolio PAYM Stock Details PAYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.3K Buy
+565
New +$14.4K ﹤0.01% 2668

Other funds holding PAYM

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in TrueShares S&P Autocallable Defensive Income ETF (PAYM) in Q3 2026: 565 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #2668 among its holdings.

29 funds tracked by Wall St. Rank hold PAYM as of Q3 2026.

  • EverSource Wealth Advisors held 565 shares of TrueShares S&P Autocallable Defensive Income ETF worth $14.3K as of Q3 2026.
  • TrueShares S&P Autocallable Defensive Income ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • TrueShares S&P Autocallable Defensive Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2668 holding.
  • 29 funds tracked by Wall St. Rank held TrueShares S&P Autocallable Defensive Income ETF as of Q3 2026.

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