EverSource Wealth Advisors
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EverSource Wealth Advisors’s Eco Wave Power Global WAVE Stock Holding History

EverSource Wealth Advisors’s Portfolio WAVE Stock Details WAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-341
Closed -$2.15K – 4555
2026
Q1 		$2.15K Sell
341
-324
-49% -$1.79K ﹤0.01% 3617
2025
Q4 		$3.88K Sell
665
-2,246
-77% -$16.3K ﹤0.01% 3219
2025
Q3 		$24.9K Buy
2,911
+176
+6% +$1.41K ﹤0.01% 2200
2025
Q2 		$16.8K Buy
2,735
+2,234
+446% +$13.5K ﹤0.01% 2433
2025
Q1 		$3.15K Hold
501
– – ﹤0.01% 2711
2024
Q4 		$5.51K Buy
+501
New +$4.82K ﹤0.01% 2297

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
REYL & Cie S.A.
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Eco Wave Power Global (WAVE) in Q2 2026, closing a stake of 341 shares — an estimated $2.15K sold.

EverSource Wealth Advisors first reported a position in WAVE in Q4 2024 and held it in 6 quarters. The position peaked at $24.9K in Q3 2025. 21 funds tracked by Wall St. Rank hold WAVE as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Eco Wave Power Global position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 341 Eco Wave Power Global shares in Q2 2026, an estimated $2.15K.
  • EverSource Wealth Advisors first reported a position in Eco Wave Power Global in Q4 2024 and held it in 6 quarters.
  • EverSource Wealth Advisors's Eco Wave Power Global position peaked at $24.9K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Eco Wave Power Global as of Q2 2026.

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