Evolution Wealth Management Inc. ETFs

Evolution Wealth Management Inc.

$81.2 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ESGU Ishares Trust Ishares Esg Awar	$0	$23.1 Million 0.03% of portfolio	171	Q2 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$22.5 Million 0.03% of portfolio	245	Q2 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$22.4 Million 0.03% of portfolio	149	Q2 2025 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$21.8 Million 0.03% of portfolio	217	Q2 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$21.4 Million 0.03% of portfolio	242	Q2 2025 New
PULS Pgim ETF Tr	$0	$21.3 Million 0.03% of portfolio	429	Q2 2025 New
GLDM World Gold Trust	$10B	$20.7 Million 0.03% of portfolio	316	Q2 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$20.3 Million 0.03% of portfolio	254	Q2 2025 New
LOUP Innovator Etfs Tr Loup Frontie	$0	$19.7 Million 0.02% of portfolio	315	Q2 2025 New
IAU Ishares Gold Trust	$55.2B	$19.2 Million 0.02% of portfolio	308	Q2 2025 New
VCIT Vanguard Intermediate Term Cor	$0	$19 Million 0.02% of portfolio	229	Q2 2025 New
XLI Industrial Sector Spdr	$0	$18 Million 0.02% of portfolio	122	Q2 2025 New
ITB Ishares Tr	$0	$16.9 Million 0.02% of portfolio	181	Q2 2025 New
RFFC Alps ETF Tr Riverfront Dynamic	$0	$16.6 Million 0.02% of portfolio	276	Q2 2025 New
JNK Spdr Bloomberg High Yield Bond	$0	$16.2 Million 0.02% of portfolio	167	Q2 2025 New
BLV Vanguard Bd Index Fd Inc Long	$0	$15.6 Million 0.02% of portfolio	224	Q2 2025 New
AVEM American Centy ETF Tr Avantis	$0	$15.6 Million 0.02% of portfolio	227	Q2 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$12.6 Million 0.02% of portfolio	456	Q2 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$12 Million 0.01% of portfolio	221	Q2 2025 New
SOXX Ishares Semiconductor ETF	$0	$11.9 Million 0.01% of portfolio	50	Q2 2025 New
DXJ Wisdomtree Trust Japan Hedged	$0	$11.7 Million 0.01% of portfolio	102	Q2 2025 New
XME Spdr Ser Tr Spdr S&P Metals &	$0	$11.6 Million 0.01% of portfolio	172	Q2 2025 New
RFEM First Trust Iii Riverfront Dyn	$0	$11.4 Million 0.01% of portfolio	159	Q2 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$11.1 Million 0.01% of portfolio	363	Q2 2025 New
FAPR First Ex Tr Fd Viii Ft Cboe Ve	$0	$10.5 Million 0.01% of portfolio	250	Q2 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$10.5 Million 0.01% of portfolio	267	Q2 2025 New
OVM Listed Fds Tr Overlay Shares M	$0	$10.4 Million 0.01% of portfolio	491	Q2 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$10 Million 0.01% of portfolio	74	Q2 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$9.1 Million 0.01% of portfolio	100	Q2 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$8.42 Million 0.01% of portfolio	300	Q2 2025 New
REET Ishares Global Reit ETF	$0	$8.25 Million 0.01% of portfolio	334	Q2 2025 New
VBR Vanguard Small Cap Value ETF	$0	$8 Million 0.01% of portfolio	41	Q2 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$7.59 Million 0.01% of portfolio	87	Q2 2025 New
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$7.51 Million 0.01% of portfolio	99	Q2 2025 New
BLOK Amplify ETF Tr Trnsformational	$0	$7.2 Million 0.01% of portfolio	126	Q2 2025 New
AVDV American Centy ETF Tr Avantis	$0	$7.06 Million 0.01% of portfolio	89	Q2 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$6.99 Million 0.01% of portfolio	36	Q2 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$6.78 Million 0.01% of portfolio	62	Q2 2025 New
IXUS Ishares Tr	$0	$6.65 Million 0.01% of portfolio	86	Q2 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$6.65 Million 0.01% of portfolio	24	Q2 2025 New
WCBR Wisdomtree Tr Cybersecurity Fu	$0	$6.45 Million 0.01% of portfolio	202	Q2 2025 New
RFCI Alps ETF Tr Riverfront Dynamic	$0	$6.21 Million 0.01% of portfolio	275	Q2 2025 New
PBW Invesco Exchange Traded Fd Tr	$0	$6.2 Million 0.01% of portfolio	311	Q2 2025 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$6.18 Million 0.01% of portfolio	130	Q2 2025 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$5.95 Million 0.01% of portfolio	240	Q2 2025 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$5.91 Million 0.01% of portfolio	139	Q2 2025 New
ARKW Ark Next Generation Internet E	$0	$5.91 Million 0.01% of portfolio	40	Q2 2025 New
WTAI Wisdomtree Tr Artificial Intel	$0	$5.87 Million 0.01% of portfolio	239	Q2 2025 New
WCLD Wisdomtree Tr Cloud Computing	$0	$5.86 Million 0.01% of portfolio	162	Q2 2025 New
SPGP Invesco Exchange Traded Fd Tr	$0	$5.82 Million 0.01% of portfolio	54	Q2 2025 New

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