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
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
14K
New
$19.78 - $21.29 $276K - $298K
14K $288M
IYW
Ishares Dj Us Tech ETF

ETFs
1.64K
New
$122.57 - $173.27 $201K - $285K
1.64K $285M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
582
New
$483.48 - $539.8 $281K - $314K
582 $283M
BAC
Bank Of America Corp

Financial Services
5.93K
New
$34.39 - $47.46 $204K - $282K
5.93K $281M
SPYC
Simplify Exchange Traded Fds U
6.78K
New
N/A
6.78K $280M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.41K
New
$50.36 - $50.68 $272K - $274K
5.41K $274M
First Tr Exchng Traded Fd Vi
7.3K
New
N/A
7.3K $268M
IVE
Ishares S&P 500 Value ETF

ETFs
1.34K
New
$168.34 - $195.42 $226K - $263K
1.34K $263M
Innovator Etfs Trust
10.6K
New
N/A
10.6K $261M
AEE
Ameren Corp

Utilities
2.68K
New
$94.23 - $101.68 $253K - $273K
2.68K $258M
VIG
Vanguard Dividend Appreciation

ETFs
1.25K
New
N/A
1.25K $256M
First Tr Exchng Traded Fd Vi
7.21K
New
N/A
7.21K $254M
VTV
Vanguard Value ETF

ETFs
1.39K
New
$153.67 - $176.74 $213K - $245K
1.39K $245M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.28K
New
$42.51 - $43.7 $224K - $231K
5.28K $230M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.77K
New
$59.8 - $60.07 $225K - $226K
3.77K $226M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
4.94K
New
$39.94 - $44.64 $197K - $220K
4.94K $220M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.45K
New
$50.08 - $63.14 $173K - $218K
3.45K $218M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.87K
New
$44.58 - $54.92 $173K - $213K
3.87K $213M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.21K
New
$43.28 - $50.37 $182K - $212K
4.21K $211M
XLE
Energy Sector Spdr

ETFs
2.44K
New
$76.44 - $94.13 $187K - $230K
2.44K $207M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.68K
New
$21.02 - $23.56 $182K - $204K
8.68K $204M
TSLA
Tesla, Inc.

Consumer Cyclical
635
New
$221.86 - $362.89 $141K - $230K
635 $202M
First Tr Exchng Traded Fd Vi
5.11K
New
N/A
5.11K $200M
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.61K
New
$43.34 - $55.24 $156K - $199K
3.61K $199M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.35K
New
$37.51 - $45.52 $163K - $198K
4.35K $197M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
5.29K
New
$32.77 - $36.44 $173K - $193K
5.29K $193M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.08K
New
$91.43 - $91.74 $190K - $191K
2.08K $191M
SPMD
Spdr Portfolio

ETFs
3.48K
New
$44.89 - $54.38 $156K - $189K
3.48K $189M
NJUL
Innovator Growth 100 Power Buf

Technology
2.6K
New
$56.05 - $68.06 $146K - $177K
2.6K $177M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.34K
New
$59.57 - $75.11 $139K - $176K
2.34K $176M
Innovator Etfs Trust
7.09K
New
N/A
7.09K $174M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
3.88K
New
$43.06 - $44.41 $167K - $172K
3.88K $172M
Innovator Etfs Trust
6.38K
New
N/A
6.38K $169M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.13K
New
$28.02 - $32.37 $144K - $166K
5.13K $163M
HD
Home Depot, Inc.

Consumer Cyclical
444
New
$335.24 - $380.78 $149K - $169K
444 $163M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4K
New
$32.66 - $40.75 $131K - $163K
4K $162M
DVY
Ishares Tr

ETFs
1.2K
New
$118.37 - $134.86 $142K - $162K
1.2K $159M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
19.4K
New
$6.66 - $8.12 $129K - $158K
19.4K $158M
Pimco ETF Tr
1.56K
New
N/A
1.56K $158M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.69K
New
$34.72 - $42.74 $128K - $158K
3.69K $158M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.54K
New
$51.16 - $62.02 $130K - $158K
2.54K $158M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.36K
New
$14.97 - $16.79 $140K - $157K
9.36K $156M
SPYG
Spdr Portfolio

ETFs
1.61K
New
$71.83 - $95.32 $116K - $154K
1.61K $154M
Innovator Etfs Trust
5.7K
New
N/A
5.7K $147M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.3K
New
$82.32 - $112.47 $107K - $147K
1.3K $147M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.73K
New
$45.11 - $52.34 $123K - $143K
2.73K $143M
BJUL
Innovator U.S. Equity Buffer E

ETFs
2.93K
New
$39.61 - $47.13 $116K - $138K
2.93K $138M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
2.98K
New
N/A
2.98K $137M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.83K
New
$41.22 - $48.01 $117K - $136K
2.83K $136M
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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