EWA
VCX

EverSource Wealth Advisors’s Fundrise Innovation Fund VCX Stock Holding History

EverSource Wealth Advisors’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9K Buy
+22
New +$3.14K ﹤0.01% 3740

Other funds holding VCX

LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 22 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #3740 among its holdings.

13 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • EverSource Wealth Advisors held 22 shares of Fundrise Innovation Fund worth $1.9K as of Q2 2026.
  • Fundrise Innovation Fund was a new EverSource Wealth Advisors position in Q2 2026.
  • Fundrise Innovation Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3740 holding.
  • 13 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

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