EverSource Wealth Advisors’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-209	Closed	-$6.32K	–	4488
2025 Q4	$6.32K	Buy	+209	New	+$6.14K	﹤0.01%	3010
2025 Q1	–	Sell	-28	Closed	-$1.18K	–	4158
2024 Q4	$1.18K	Hold	28	–	–	﹤0.01%	2907
2024 Q3	$2.21K	Hold	28	–	–	﹤0.01%	2515
2024 Q2	$2.58K	Hold	28	–	–	﹤0.01%	2469
2024 Q1	$2.62K	Hold	28	–	–	﹤0.01%	2302
2023 Q4	$2.21K	Hold	28	–	–	﹤0.01%	2138
2023 Q3	$3.38K	Hold	28	–	–	﹤0.01%	1849
2023 Q2	$3.08K	Hold	28	–	–	﹤0.01%	1914
2023 Q1	$3.41K	Buy	+28	New	+$3.65K	﹤0.01%	1764
2022 Q3	–	Sell	-42	Closed	-$8K	–	2109
2022 Q2	$8K	Sell	42 -91	-68%	-$16.5K	﹤0.01%	1127
2022 Q1	$19K	Buy	+133	New	+$18.9K	﹤0.01%	727

Other funds holding SARK

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

BCM

Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return

CPA

Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

EverSource Wealth Advisors's SARK Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q1 2026, closing a stake of 209 shares — an estimated $6.32K sold.

EverSource Wealth Advisors first reported a position in SARK in Q1 2022 and held it in 11 quarters. The position peaked at $19K in Q1 2022. 16 funds tracked by Wall St. Rank hold SARK as of Q1 2026.

EverSource Wealth Advisors reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 209 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q1 2026, an estimated $6.32K.
EverSource Wealth Advisors first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q1 2022 and held it in 11 quarters.
EverSource Wealth Advisors's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $19K in Q1 2022.
16 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.