Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $660 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ABB
Abb LTD

Industrials
Q2 2020 Filed on Jul 27, 2020
405
$16.47 - $22.56 $6.67K - $9.14K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2020 Filed on Jul 27, 2020
28
$48.54 - $87.1 $1.36K - $2.44K
Direxion Shs ETF Tr
Q2 2020 Filed on Jul 27, 2020
3,405,627
N/A
ENB
Enbridge Inc

Energy
Q2 2020 Filed on Jul 27, 2020
147
$27.21 - $33.9 $4K - $4.98K
MFC
Manulife Financial Corp

Financial Services
Q2 2020 Filed on Jul 27, 2020
500
$11.34 - $15.04 $5.67K - $7.52K
ON
On Semiconductor Corp

Technology
Q2 2020 Filed on Jul 27, 2020
10,895
$10.94 - $20.82 $119K - $227K
Royal Dutch Shell PLC
Q2 2020 Filed on Jul 27, 2020
155
N/A
Telefonica Brasil Sa
Q2 2020 Filed on Jul 27, 2020
365
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2020 Filed on Jul 27, 2020
85
$115.0 - $132.07 $9.78K - $11.2K
TTE
Total Energies Se

Energy
Q2 2020 Filed on Jul 27, 2020
185
$32.25 - $44.19 $5.97K - $8.18K
Unilever N V
Q2 2020 Filed on Jul 27, 2020
165
N/A
UBS
Ubs Group Ag

Financial Services
Q2 2020 Filed on Jul 27, 2020
400
$8.84 - $11.95 $3.54K - $4.78K
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2020 Filed on Jul 27, 2020
1,008
$4.78 - $8.26 $4.82K - $8.33K
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2020 Filed on Jul 27, 2020
11,777
$31.16 - $40.84 $367K - $481K
J P Morgan Exchange Traded F
Q2 2020 Filed on Jul 27, 2020
14,503
N/A
J P Morgan Exchange Traded F
Q2 2020 Filed on Jul 27, 2020
10,439
N/A
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q2 2020 Filed on Jul 27, 2020
556
$37.24 - $48.52 $20.7K - $27K
TVIXF
Credit Suisse Ag
Q2 2020 Filed on Jul 27, 2020
8,350
$108.5 - $367.0 $906K - $3.06M
EPAM
Epam Systems, Inc.

Technology
Q2 2020 Filed on Jul 27, 2020
170
$161.57 - $253.68 $27.5K - $43.1K
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q2 2020 Filed on Jul 27, 2020
736
$16.6 - $25.25 $12.2K - $18.6K
Myokardia Inc
Q2 2020 Filed on Jul 27, 2020
175
N/A
Proshares Tr Ii
Q2 2020 Filed on Jul 27, 2020
5,000
N/A
VIG
Vanguard Dividend Appreciation

ETFs
Q2 2020 Filed on Jul 27, 2020
2,430
N/A
Avon Prods Inc
Q1 2020 Filed on Apr 22, 2020
4,200
N/A
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
4,338
$36.81 - $61.96 $160K - $269K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2020 Filed on Apr 22, 2020
29
$104.32 - $195.28 $3.03K - $5.66K
ROK
Rockwell Automation, Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
21
$120.68 - $209.37 $2.53K - $4.4K
Spdr Series Trust
Q1 2020 Filed on Apr 22, 2020
835
N/A
United Technologies Corp
Q1 2020 Filed on Apr 22, 2020
97
N/A
Vaneck Vectors ETF Trust
Q1 2020 Filed on Apr 22, 2020
3,080
N/A
XYL
Xylem Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
29
$56.64 - $89.13 $1.64K - $2.58K
Cloudera Inc
Q1 2020 Filed on Apr 22, 2020
2,000
N/A
IQ
I Qiyi, Inc.

Communication Services
Q1 2020 Filed on Apr 22, 2020
5,481
$17.02 - $27.18 $93.3K - $149K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
308
$11.78 - $35.04 $3.63K - $10.8K
AFL
Aflac Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
116
$25.27 - $53.42 $2.93K - $6.2K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
31
$23.56 - $68.17 $730 - $2.11K
BGNE
Bei Gene, Ltd.

Healthcare
Q1 2020 Filed on Apr 22, 2020
86
$121.84 - $173.19 $10.5K - $14.9K
KMX
Carmax Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
31
$44.27 - $101.9 $1.37K - $3.16K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
48
$29.83 - $64.25 $1.43K - $3.08K
CNP
Centerpoint Energy Inc

Utilities
Q1 2020 Filed on Apr 22, 2020
58
$12.1 - $27.18 $702 - $1.58K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2020 Filed on Apr 22, 2020
39
$21.14 - $46.4 $824 - $1.81K
Cimarex Energy CO
Q1 2020 Filed on Apr 22, 2020
94
N/A
CTAS
Cintas Corp

Industrials
Q1 2020 Filed on Apr 22, 2020
12
$157.06 - $304.26 $1.88K - $3.65K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
19
$34.16 - $122.45 $649 - $2.33K
DFS
Discover Financial Services

Financial Services
Q1 2020 Filed on Apr 22, 2020
54
$25.25 - $85.85 $1.36K - $4.64K
DISH
Dish Network Corp

Communication Services
Q1 2020 Filed on Apr 22, 2020
52
$18.15 - $41.29 $944 - $2.15K
DXC
Dxc Technology CO

Technology
Q1 2020 Filed on Apr 22, 2020
77
$9.31 - $36.76 $717 - $2.83K
EMR
Emerson Electric CO

Industrials
Q1 2020 Filed on Apr 22, 2020
128
$38.08 - $77.87 $4.87K - $9.97K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
14
$74.61 - $115.43 $1.04K - $1.62K
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