EverSource Wealth Advisors
RULE icon

EverSource Wealth Advisors’s Adaptive Core ETF RULE Stock Holding History

EverSource Wealth Advisors’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$102K Buy
+3,326
New +$101K ﹤0.01% 1373

Other funds holding RULE

Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Adaptive Core ETF (RULE) in Q3 2026: 3,326 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings.

4 funds tracked by Wall St. Rank hold RULE as of Q3 2026.

  • EverSource Wealth Advisors held 3,326 shares of Adaptive Core ETF worth $102K as of Q3 2026.
  • Adaptive Core ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • Adaptive Core ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1373 holding.
  • 4 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q3 2026.

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