EWA
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EverSource Wealth Advisors’s Sprott Energy Transition Materials ETF SETM Stock Holding History

EverSource Wealth Advisors’s Portfolio SETM Stock Details SETM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140K Buy
+4,493
New +$159K ﹤0.01% 1205

Other funds holding SETM

PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
TA
TKG Advisors Valparaiso, Indiana $288M AUM 43.58% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Sprott Energy Transition Materials ETF (SETM) in Q2 2026: 4,493 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings.

53 funds tracked by Wall St. Rank hold SETM as of Q2 2026.

  • EverSource Wealth Advisors held 4,493 shares of Sprott Energy Transition Materials ETF worth $140K as of Q2 2026.
  • Sprott Energy Transition Materials ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Sprott Energy Transition Materials ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1205 holding.
  • 53 funds tracked by Wall St. Rank held Sprott Energy Transition Materials ETF as of Q2 2026.

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