Evolution Wealth Management Inc. Purchases in Q2 2025

Evolution Wealth Management Inc.

  • $81.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SFLR
Innovator Etfs Tr Equity Manag
394K
New
N/A
394K $13.2B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
186K
New
$26.82 - $30.48 $5M - $5.68M
186K $5.68B
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
94.8K
New
$29.7 - $38.02 $2.81M - $3.6M
94.8K $3.6B
OVL
Listed Fds Tr Overlay Shs Larg
55.5K
New
N/A
55.5K $2.68B
IVV
Ishares Core S&P 500 ETF

ETFs
3.01K
New
$498.8 - $620.9 $1.5M - $1.87M
3.01K $1.87B
Listed Fds Tr
90K
New
N/A
90K $1.85B
Innovator Etfs Trust
55.9K
New
N/A
55.9K $1.67B
VTHR
Vanguard Russell 3000 ETF

ETFs
5.8K
New
$218.71 - $272.75 $1.27M - $1.58M
5.8K $1.58B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
14.8K
New
$100.35 - $100.71 $1.48M - $1.49M
14.8K $1.49B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
36.7K
New
$29.4 - $33.37 $1.08M - $1.22M
36.7K $1.22B
SCHX
Schwab Strategic Tr Us Large C

ETFs
46.1K
New
$19.6 - $24.44 $904K - $1.13M
46.1K $1.13B
NVDA
Nvidia Corp

Technology
6.8K
New
$94.31 - $157.99 $641K - $1.07M
6.8K $1.07B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.3K
New
$58.41 - $72.69 $833K - $1.04M
14.3K $1.04B
XLG
Invesco Exchange Traded Fd Tr

ETFs
19.5K
New
$40.94 - $52.1 $800K - $1.02M
19.5K $1.02B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.3K
New
$152.42 - $182.82 $808K - $969K
5.3K $969M
MSFT
Microsoft Corp

Technology
1.93K
New
$354.56 - $497.45 $684K - $960K
1.93K $960M
VUG
Vanguard Growth ETF

ETFs
2.14K
New
$329.49 - $438.4 $705K - $939K
2.14K $939M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
21.4K
New
$36.71 - $42.81 $785K - $916K
21.4K $916M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.3K
New
$43.53 - $54.46 $708K - $886K
16.3K $886M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.41K
New
$496.48 - $617.85 $699K - $870K
1.41K $870M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
16K
New
$39.23 - $45.02 $627K - $720K
16K $720M
AMZN
Amazon Com Inc

Consumer Cyclical
3.02K
New
$167.32 - $223.3 $504K - $673K
3.02K $661M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
16K
New
$36.35 - $41.07 $581K - $656K
16K $656M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
18.1K
New
$30.9 - $34.31 $559K - $621K
18.1K $621M
VZ
Verizon Communications Inc

Communication Services
14.3K
New
$41.67 - $45.62 $597K - $654K
14.3K $620M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
15.1K
New
$36.05 - $40.34 $543K - $608K
15.1K $608M
AAPL
Apple Inc.

Technology
2.83K
New
$172.42 - $223.89 $488K - $634K
2.83K $581M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
15.3K
New
$33.92 - $37.71 $520K - $578K
15.3K $578M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.07K
New
$82.96 - $110.1 $421K - $559K
5.07K $559M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
6.92K
New
$68.45 - $79.52 $474K - $551K
6.92K $551M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12.9K
New
$37.24 - $41.76 $480K - $538K
12.9K $538M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
11.4K
New
$38.3 - $44.42 $435K - $504K
11.4K $504M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
12.5K
New
$32.86 - $40.05 $409K - $499K
12.5K $494M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.85K
New
$187.5 - $246.51 $347K - $457K
1.85K $457M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
747
New
$456.74 - $568.03 $341K - $424K
747 $424M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
9.5K
New
$37.41 - $42.4 $355K - $403K
9.5K $403M
EFV
Msci Eafe Value ETF

ETFs
6.33K
New
$52.4 - $64.65 $332K - $409K
6.33K $402M
EFG
Msci Eafe Growth ETF

ETFs
3.47K
New
$89.8 - $112.0 $312K - $389K
3.47K $389M
RDVY
First Trust Rising Dividend Ac

ETFs
6.11K
New
$51.6 - $62.74 $315K - $383K
6.11K $383M
DHS
Wisdomtree Tr U.S

ETFs
3.84K
New
$87.71 - $98.37 $337K - $378K
3.84K $369M
Innovator Etfs Trust
14.5K
New
N/A
14.5K $354M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
New
$24.32 - $27.87 $310K - $355K
12.8K $338M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.37K
New
$32.02 - $39.74 $268K - $333K
8.37K $332M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.17K
New
$39.59 - $44.69 $284K - $320K
7.17K $320M
VEA
Vanguard Ftse Developed Market

ETFs
5.6K
New
$45.65 - $57.01 $256K - $319K
5.6K $319M
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
14.2K
New
$21.32 - $22.25 $303K - $316K
14.2K $316M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.82K
New
$61.92 - $81.5 $236K - $311K
3.82K $311M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.14K
New
$82.17 - $99.96 $258K - $314K
3.14K $309M
GLD
Spdr Gold Trust

ETFs
971
New
$273.71 - $316.29 $266K - $307K
971 $296M
Activity Summary
Buys All Purchases 579 New Holdings 579 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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