JWCA
P

J.W. Cole Advisors’s Everpure Inc P Stock Holding History

J.W. Cole Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Sell
5,984
-104
-2% -$7.62K 0.01% 1040
2026
Q1 		$359K Buy
6,088
+602
+11% +$40.8K 0.01% 580
2025
Q4 		$351K Buy
5,486
+95
+2% +$7.94K 0.01% 1034
2025
Q3 		$452K Buy
+5,391
New +$359K 0.01% 1030
2025
Q2 		– Sell
-5,936
Closed -$263K – 1484
2025
Q1 		$263K Buy
+5,936
New +$358K 0.01% 1032

Other funds holding P

PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

J.W. Cole Advisors's P Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Everpure Inc (P) stake by 1.7% in Q2 2026, selling an estimated $7.62K and leaving 5,984 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #1040.

J.W. Cole Advisors first reported a position in P in Q1 2025 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • J.W. Cole Advisors held 5,984 shares of Everpure Inc worth $471K as of Q2 2026.
  • J.W. Cole Advisors sold 104 Everpure Inc shares in Q2 2026, an estimated $7.62K.
  • Everpure Inc made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1040 holding.
  • J.W. Cole Advisors first reported a position in Everpure Inc in Q1 2025 and has held it in 5 quarters since.
  • 142 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.