EverSource Wealth Advisors’s Sanara MedTech SMTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.63K	Buy	154 +60	+64%	+$1.24K	﹤0.01%	3445
2026 Q1	$1.62K	Buy	94 +93	+9,300%	+$1.91K	﹤0.01%	3708
2025 Q4	$23	Sell	1 -15	-94%	-$387	﹤0.01%	4215
2025 Q3	$508	Buy	16 +9	+129%	+$272	﹤0.01%	3945
2025 Q2	$199	Sell	7 -6	-46%	-$180	﹤0.01%	4060
2025 Q1	$401	Buy	13 +12	+1,200%	+$407	﹤0.01%	3531
2024 Q4	$33	Buy	+1	New	+$34	﹤0.01%	3673

Other funds holding SMTI

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Sanara MedTech (SMTI) stake by 64% in Q2 2026, buying an estimated $1.24K and bringing the position to 154 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

EverSource Wealth Advisors first reported a position in SMTI in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold SMTI as of Q2 2026.

EverSource Wealth Advisors held 154 shares of Sanara MedTech worth $3.63K as of Q2 2026.
EverSource Wealth Advisors bought 60 Sanara MedTech shares in Q2 2026, an estimated $1.24K.
Sanara MedTech made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3445 holding.
EverSource Wealth Advisors first reported a position in Sanara MedTech in Q4 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Sanara MedTech as of Q2 2026.

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