Evolution Wealth Management Inc. Purchases in Q3 2025

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYC
Simplify Exchange Traded Fds U
63.2K
+ 931.27%
N/A
69.9K $3B
Blackrock ETF Trust Ii
55.1K
New
N/A
55.1K $1.88B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.2K
+ 155.73%
$72.65 - $78.68 $1.61M - $1.75M
36.5K $2.86B
HEQT
Simplify Exchange Traded Fds H
57.7K
New
$30.02 - $31.27 $1.73M - $1.8M
57.7K $1.8B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
33.2K
New
$43.65 - $46.42 $1.45M - $1.54M
33.2K $1.54B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.72K
+ 51972.73%
$225.11 - $247.9 $1.29M - $1.42M
5.73K $1.42B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
33.3K
+ 90.87%
$33.4 - $34.78 $1.11M - $1.16M
70K $2.43B
SCHX
Schwab Strategic Tr Us Large C

ETFs
32.1K
+ 69.58%
$24.46 - $26.5 $785K - $850K
78.2K $2.06B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
40K
+ 286.21%
$20.0 - $20.97 $800K - $839K
54K $1.12B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.11K
+ 468.69%
$110.74 - $122.12 $676K - $746K
7.41K $897M
Simplify Exchange Traded Fun
17.4K
New
N/A
17.4K $457M
Aim ETF Products Trust
12.3K
New
N/A
12.3K $430M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
646
+ 86.48%
$567.77 - $614.76 $367K - $397K
1.39K $853M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.24K
New
$52.39 - $53.11 $379K - $385K
7.24K $384M
EFV
Msci Eafe Value ETF

ETFs
4.98K
+ 78.65%
$62.79 - $68.42 $312K - $340K
11.3K $767M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
5.31K
+ 5.6%
$37.2 - $39.77 $197K - $211K
100K $3.95B
EFG
Msci Eafe Growth ETF

ETFs
3.01K
+ 86.59%
$106.99 - $114.46 $322K - $344K
6.48K $738M
Innovator Etfs Trust
10.9K
New
N/A
10.9K $314M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
7.19K
New
$37.4 - $39.31 $269K - $283K
7.19K $283M
BSEP
Innovator U.S. Equity Buffer E

ETFs
5.26K
New
$45.13 - $48.29 $237K - $254K
5.26K $254M
NVDA
Nvidia Corp

Technology
273
+ 4.01%
$153.3 - $186.58 $41.9K - $50.9K
7.07K $1.32B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.33K
+ 15.79%
$100.37 - $100.74 $234K - $235K
17.1K $1.72B
DAUG
First Tr ETF Viii Cboe Vest Us
5.25K
+ 337.73%
N/A
6.8K $297M
Pimco ETF Tr
2.09K
+ 134.17%
N/A
3.65K $369M
Innovator Etfs Trust
7.73K
+ 135.58%
N/A
13.4K $355M
TUA
Simpl Exch Traded Fds Sht Term
9.45K
+ 185.22%
N/A
14.6K $318M
AVLV
American Centy ETF Tr Avantis
2.7K
New
$68.33 - $72.69 $184K - $196K
2.7K $195M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.61K
+ 66.81%
$50.47 - $50.74 $182K - $183K
9.02K $457M
IFRA
Ishares Tr

ETFs
3.31K
+ 288.16%
$49.77 - $52.82 $165K - $175K
4.46K $236M
Fidelity Covington Trust
4.63K
New
N/A
4.63K $172M
TCHP
T Rowe Price Exchange Traded F

Technology
3.51K
New
$44.9 - $49.35 $158K - $173K
3.51K $172M
Elevation Series Trust
6.44K
+ 235.61%
N/A
9.17K $226M
HOOD
Robinhood Markets, Inc.

Technology
1K
+ 404.86%
$91.27 - $143.18 $91.3K - $143K
1.25K $179M
Innovator Etfs Trust
7.28K
New
N/A
7.28K $147M
First Tr Exchng Traded Fd Vi
3.75K
New
N/A
3.75K $126M
Listed Fds Tr
4.61K
+ 5.12%
N/A
94.7K $1.97B
HMOP
Hartford Fds Exchange Traded T

ETFs
2.95K
New
$37.94 - $39.14 $112K - $115K
2.95K $115M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.07K
+ 16.62%
$39.39 - $42.09 $81.6K - $87.2K
14.5K $607M
SOFI
So Fi Technologies, Inc.

Financial Services
4.24K
New
$17.64 - $29.81 $74.8K - $126K
4.24K $112M
VONG
Vanguard Russell 1000 Growth E

ETFs
829
+ 1658.0%
$108.08 - $121.73 $89.6K - $101K
879 $106M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.77K
New
$50.7 - $51.11 $89.9K - $90.6K
1.77K $90.5M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.05%
$433.97 - $484.08 $434 - $484
2.14K $1.03B
VHT
Vanguard Health Care ETF

ETFs
321
+ 243.18%
$239.12 - $259.95 $76.8K - $83.4K
453 $118M
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 1.26%
$293.94 - $444.72 $2.35K - $3.56K
643 $286M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.16K
+ 127.95%
$24.73 - $25.29 $78.2K - $80K
5.64K $142M
VIG
Vanguard Dividend Appreciation

ETFs
288
+ 23.02%
N/A
1.54K $332M
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
3.2K
+ 22.53%
$21.82 - $22.45 $69.9K - $71.9K
17.4K $390M
Palmer Square Capital Bdc In
5.76K
New
N/A
5.76K $70.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
95
+ 1.87%
$108.97 - $121.65 $10.4K - $11.6K
5.17K $624M
Activity Summary
Buys All Purchases 232 New Holdings 118 Increased Positions 114 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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