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EverSource Wealth Advisors’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

EverSource Wealth Advisors’s Portfolio WGMI Stock Details WGMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,500
Closed -$35.1K – 3150
2024
Q1 		$35.1K Buy
+2,500
New +$40.1K ﹤0.01% 1124

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

EverSource Wealth Advisors's WGMI Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q2 2024, closing a stake of 2,500 shares — an estimated $35.1K sold.

EverSource Wealth Advisors first reported a position in WGMI in Q1 2024 and held it in 1 quarter. The position peaked at $35.1K in Q1 2024. 25 funds tracked by Wall St. Rank hold WGMI as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,500 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q2 2024, an estimated $35.1K.
  • EverSource Wealth Advisors first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q1 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $35.1K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.