EverSource Wealth Advisors’s AdvisorShares STAR Global Buy-Write ETF VEGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$269K	Sell	5,134 -37	-0.7%	-$1.95K	0.01%	880
2026 Q2	$272K	Sell	5,171 -29	-0.6%	-$1.49K	0.01%	853
2026 Q1	$251K	Sell	5,200 -533	-9%	-$26.5K	0.01%	930
2025 Q4	$281K	Sell	5,733 -31	-0.5%	-$1.53K	0.01%	793
2025 Q3	$280K	Sell	5,764 -181	-3%	-$8.54K	0.01%	749
2025 Q2	$274K	Sell	5,945 -1,956	-25%	-$85.4K	0.01%	713
2025 Q1	$340K	Sell	7,901 -973	-11%	-$42.6K	0.02%	481
2024 Q4	$381K	Sell	8,874 -3,311	-27%	-$146K	0.02%	440
2024 Q3	$532K	Sell	12,185 -14,137	-54%	-$603K	0.03%	314
2024 Q2	$1.12M	Buy	26,322 +21,833	+486%	+$894K	0.07%	203
2024 Q1	$179K	Sell	4,489 -1,247	-22%	-$49.6K	0.01%	525
2023 Q4	$224K	Buy	+5,736	New	+$213K	0.02%	408

Other funds holding VEGA

CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

UPWM

UMB Private Wealth Management Kansas City, Missouri $103M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its AdvisorShares STAR Global Buy-Write ETF (VEGA) stake by 0.72% in Q3 2026, selling an estimated $1.95K and leaving 5,134 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #880.

EverSource Wealth Advisors first reported a position in VEGA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2024. 10 funds tracked by Wall St. Rank hold VEGA as of Q3 2026.

EverSource Wealth Advisors held 5,134 shares of AdvisorShares STAR Global Buy-Write ETF worth $269K as of Q3 2026.
EverSource Wealth Advisors sold 37 AdvisorShares STAR Global Buy-Write ETF shares in Q3 2026, an estimated $1.95K.
AdvisorShares STAR Global Buy-Write ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #880 holding.
EverSource Wealth Advisors first reported a position in AdvisorShares STAR Global Buy-Write ETF in Q4 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's AdvisorShares STAR Global Buy-Write ETF position peaked at $1.12M in Q2 2024.
10 funds tracked by Wall St. Rank held AdvisorShares STAR Global Buy-Write ETF as of Q3 2026.

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