EverSource Wealth Advisors’s Opportunistic Trader ETF WZRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-190	Closed	-$4.19K	–	4529
2025 Q4	$4.19K	Sell	190 -10	-5%	-$245	﹤0.01%	3194
2025 Q3	$4.69K	Hold	200	–	–	﹤0.01%	3186
2025 Q2	$5.02K	Buy	+200	New	+$5.01K	﹤0.01%	3159

Other funds holding WZRD

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's WZRD Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Opportunistic Trader ETF (WZRD) in Q1 2026, closing a stake of 190 shares — an estimated $4.19K sold.

EverSource Wealth Advisors first reported a position in WZRD in Q2 2025 and held it in 3 quarters. The position peaked at $5.02K in Q2 2025. 3 funds tracked by Wall St. Rank hold WZRD as of Q1 2026.

EverSource Wealth Advisors reported no remaining Opportunistic Trader ETF position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 190 Opportunistic Trader ETF shares in Q1 2026, an estimated $4.19K.
EverSource Wealth Advisors first reported a position in Opportunistic Trader ETF in Q2 2025 and held it in 3 quarters.
EverSource Wealth Advisors's Opportunistic Trader ETF position peaked at $5.02K in Q2 2025.
3 funds tracked by Wall St. Rank held Opportunistic Trader ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.