Evolution Wealth Management Inc. New Holdings in Q3 2025

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
55.1K
New
N/A
55.1K $1.88B
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
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
6.87K
New
$94.11 - $95.78 $647K - $658K
6.87K $657M
Simplify Exchange Traded Fun
17.4K
New
N/A
17.4K $457M
Aim ETF Products Trust
12.3K
New
N/A
12.3K $430M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.24K
New
$52.39 - $53.11 $379K - $385K
7.24K $384M
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
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
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
HMOP
Hartford Fds Exchange Traded T

ETFs
2.95K
New
$37.94 - $39.14 $112K - $115K
2.95K $115M
SOFI
So Fi Technologies, Inc.

Financial Services
4.24K
New
$17.64 - $29.81 $74.8K - $126K
4.24K $112M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.77K
New
$50.7 - $51.11 $89.9K - $90.6K
1.77K $90.5M
Palmer Square Capital Bdc In
5.76K
New
N/A
5.76K $70.6M
Pimco ETF Tr
1K
New
N/A
1K $52M
Innovator Etfs Trust
1.94K
New
N/A
1.94K $51.3M
USEP
Innovator U.S. Equity Ultra Bu
1.31K
New
N/A
1.31K $50.7M
Innovator Etfs Trust
2.42K
New
N/A
2.42K $50.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
401
New
$97.75 - $100.75 $39.2K - $40.4K
401 $40.2M
Simplify Exchange Traded Fun
1.45K
New
N/A
1.45K $38.6M
VNLA
Janus Henderson Short Duration

ETFs
727
New
$48.99 - $49.29 $35.6K - $35.8K
727 $35.8M
Aim ETF Products Trust
955
New
N/A
955 $25.7M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
600
New
$34.91 - $35.87 $20.9K - $21.5K
600 $21.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
92
New
$195.29 - $223.85 $18K - $20.6K
92 $20.4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
333
New
$47.75 - $54.24 $15.9K - $18.1K
333 $17.9M
UPS
United Parcel Service Inc

Industrials
211
New
$82.58 - $105.54 $17.4K - $22.3K
211 $17.6M
FENY
Fidelity Covington Tr Msci Ene

ETFs
686
New
$23.27 - $25.46 $16K - $17.5K
686 $17M
IYF
Ishares Tr

ETFs
124
New
$119.89 - $127.16 $14.9K - $15.8K
124 $15.7M
KMI
Kinder Morgan, Inc.

Energy
550
New
$26.23 - $28.5 $14.4K - $15.7K
550 $15.6M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
170
New
$81.75 - $88.12 $13.9K - $15K
170 $14.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
146
New
$84.55 - $89.54 $12.3K - $13.1K
146 $13M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
238
New
$50.53 - $50.82 $12K - $12.1K
238 $12.1M
IWX
Ishares Tr Russell 200 Value E

ETFs
137
New
$83.04 - $87.88 $11.4K - $12K
137 $12M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
113
New
$101.12 - $106.18 $11.4K - $12K
113 $11.6M
JOBY
Joby Aviation, Inc.

Industrials
680
New
$9.81 - $20.39 $6.67K - $13.9K
680 $11M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
90
New
$113.22 - $123.86 $10.2K - $11.1K
90 $11M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
203
New
$49.48 - $53.78 $10K - $10.9K
203 $10.6M
TDY
Teledyne Technologies Inc

Technology
18
New
$509.51 - $586.04 $9.17K - $10.5K
18 $10.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
52
New
$185.88 - $207.44 $9.67K - $10.8K
52 $10.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
401
New
$23.82 - $25.84 $9.55K - $10.4K
401 $10.3M
KIM
Kimco Realty Corp

Real Estate
443
New
$20.74 - $22.79 $9.19K - $10.1K
443 $9.68M
ARKG
Ark Genomic Revolution ETF (De

ETFs
338
New
$22.91 - $27.85 $7.74K - $9.41K
338 $9.39M
IGV
Ishares Expanded Tech Software

ETFs
80
New
$105.96 - $117.79 $8.48K - $9.42K
80 $9.2M
ZS
Zscaler, Inc.

Technology
30
New
$267.68 - $316.5 $8.03K - $9.5K
30 $8.99M
XAR
Spdr S&P Aerospace & Defense E

ETFs
35
New
$205.52 - $234.96 $7.19K - $8.22K
35 $8.27M
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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