EverSource Wealth Advisors’s SoFi Enhanced Yield ETF THTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.9K	Hold	248	–	–	﹤0.01%	3434
2026 Q2	$3.87K	Hold	248	–	–	﹤0.01%	3416
2026 Q1	$3.82K	Hold	248	–	–	﹤0.01%	3387
2025 Q4	$3.78K	Buy	+248	New	+$3.75K	﹤0.01%	3233

Other funds holding THTA

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

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

EverSource Wealth Advisors held its SoFi Enhanced Yield ETF (THTA) position steady in Q3 2026 at 248 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

EverSource Wealth Advisors first reported a position in THTA in Q4 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold THTA as of Q3 2026.

EverSource Wealth Advisors held 248 shares of SoFi Enhanced Yield ETF worth $3.9K as of Q3 2026.
EverSource Wealth Advisors left its SoFi Enhanced Yield ETF share count unchanged in Q3 2026.
SoFi Enhanced Yield ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3434 holding.
EverSource Wealth Advisors first reported a position in SoFi Enhanced Yield ETF in Q4 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held SoFi Enhanced Yield ETF as of Q3 2026.

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