EWA
SII

EverSource Wealth Advisors’s Sprott SII Stock Holding History

EverSource Wealth Advisors’s Portfolio SII Stock Details SII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3K Sell
207
-194
-48% -$25.4K ﹤0.01% 2321
2026
Q1 		$57.3K Buy
401
+155
+63% +$20.7K ﹤0.01% 1785
2025
Q4 		$24.1K Buy
246
+117
+91% +$10.4K ﹤0.01% 2264
2025
Q3 		$10.7K Buy
129
+6
+5% +$418 ﹤0.01% 2788
2025
Q2 		$8.5K Sell
123
-149
-55% -$8.29K ﹤0.01% 2912
2025
Q1 		$12.2K Sell
272
-44
-14% -$1.9K ﹤0.01% 1993
2024
Q4 		$13.3K Sell
316
-134
-30% -$5.9K ﹤0.01% 1856
2024
Q3 		$19.5K Buy
450
+19
+4% +$804 ﹤0.01% 1504
2024
Q2 		$19.2K Buy
431
+49
+13% +$2.06K ﹤0.01% 1522
2024
Q1 		$15K Buy
382
+281
+278% +$10.1K ﹤0.01% 1496
2023
Q4 		$3.43K Buy
+101
New +$3.12K ﹤0.01% 2004

Other funds holding SII

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Sprott (SII) stake by 48% in Q2 2026, selling an estimated $25.4K and leaving 207 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

EverSource Wealth Advisors first reported a position in SII in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.3K in Q1 2026. 237 funds tracked by Wall St. Rank hold SII as of Q2 2026.

  • EverSource Wealth Advisors held 207 shares of Sprott worth $23.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 194 Sprott shares in Q2 2026, an estimated $25.4K.
  • Sprott made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2321 holding.
  • EverSource Wealth Advisors first reported a position in Sprott in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Sprott position peaked at $57.3K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Sprott as of Q2 2026.

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