EWA
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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
Q2 		$3.87K Hold
248
– – ﹤0.01% 3416
2026
Q1 		$3.82K Hold
248
– – ﹤0.01% 3387
2025
Q4 		$3.77K Buy
+248
New +$3.75K ﹤0.01% 3233

Other funds holding THTA

OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RIP
Reliant Investment Partners Pinehurst, North Carolina $147M AUM 47.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

EverSource Wealth Advisors held its SoFi Enhanced Yield ETF (THTA) position steady in Q2 2026 at 248 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

EverSource Wealth Advisors first reported a position in THTA in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold THTA as of Q2 2026.

  • EverSource Wealth Advisors held 248 shares of SoFi Enhanced Yield ETF worth $3.87K as of Q2 2026.
  • EverSource Wealth Advisors left its SoFi Enhanced Yield ETF share count unchanged in Q2 2026.
  • SoFi Enhanced Yield ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3416 holding.
  • EverSource Wealth Advisors first reported a position in SoFi Enhanced Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held SoFi Enhanced Yield ETF as of Q2 2026.

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