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
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.26K
New
$22.27 - $29.21 $50.2K - $65.9K
2.26K $65.9M
LMT
Lockheed Martin Corp

Industrials
141
New
$430.82 - $486.45 $60.7K - $68.6K
141 $65.3M
DAUG
First Tr ETF Viii Cboe Vest Us
1.55K
New
N/A
1.55K $64.7M
XOM
Exxon Mobil Corp

Energy
598
New
$99.93 - $119.04 $59.8K - $71.2K
598 $64.5M
Orchid Is Cap Inc
9.12K
New
N/A
9.12K $63.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
471
New
$114.78 - $133.31 $54.1K - $62.8K
471 $62.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.47K
New
$24.48 - $24.9 $60.5K - $61.6K
2.47K $61.5M
BX
Blackstone Inc.

Financial Services
409
New
$120.07 - $151.11 $49.1K - $61.8K
409 $61.2M
JHMM
John Hancock Multifactor Mid C

ETFs
1K
New
$50.32 - $61.13 $50.3K - $61.1K
1K $61.1M
Elevation Series Trust
2.42K
New
N/A
2.42K $61.1M
AVUV
American Centy ETF Tr Avantis

ETFs
659
New
$75.17 - $91.21 $49.5K - $60.1K
659 $60M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.14K
New
$50.47 - $54.75 $57.7K - $62.6K
1.14K $60M
VB
Vanguard Small Cap ETF

ETFs
248
New
$193.73 - $237.37 $48K - $58.9K
248 $58.8M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
940
New
$55.57 - $62.73 $52.2K - $59K
940 $58M
BA
Boeing CO

Industrials
276
New
$136.59 - $217.51 $37.7K - $60K
276 $57.8M
MO
Altria Group, Inc.

Consumer Defensive
983
New
$55.56 - $60.91 $54.6K - $59.9K
983 $57.6M
IFRA
Ishares Tr

ETFs
1.15K
New
$40.97 - $49.19 $47.1K - $56.5K
1.15K $56.5M
Innovator Etfs Trust
2.17K
New
N/A
2.17K $56.2M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
834
New
$53.69 - $67.27 $44.8K - $56.1K
834 $56.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
704
New
$77.74 - $78.78 $54.7K - $55.5K
704 $55.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
404
New
$121.58 - $136.74 $49.1K - $55.2K
404 $54.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.53K
New
$29.52 - $35.31 $45.1K - $54K
1.53K $53.9M
PEG
Public Service Enterprise Group Inc

Utilities
621
New
$77.13 - $84.18 $47.9K - $52.3K
621 $52.3M
FRI
First Tr S&P Reit Index Fd

ETFs
1.93K
New
$24.01 - $27.75 $46.3K - $53.6K
1.93K $52.2M
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
881
New
$46.92 - $58.01 $41.3K - $51.1K
881 $51.1M
SPG
Simon Property Group Inc

Real Estate
317
New
$140.37 - $171.44 $44.5K - $54.3K
317 $51M
QTUM
ETF Ser Solutions Defiance Qua
551
New
N/A
551 $50.6M
COST
Costco Wholesale Corp

Consumer Defensive
50
New
$908.13 - $1056.85 $45.4K - $52.8K
50 $49.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
677
New
$72.02 - $73.82 $48.8K - $50K
677 $49.8M
J P Morgan Exchange Traded F
992
New
N/A
992 $49.8M
CVX
Chevron Corp

Energy
344
New
$133.73 - $168.51 $46K - $58K
344 $49.3M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.1K
New
$38.29 - $44.77 $41.9K - $49K
1.1K $49M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
582
New
$71.28 - $83.74 $41.5K - $48.7K
582 $48.7M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.32K
New
$31.44 - $36.79 $41.6K - $48.7K
1.32K $48.7M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
963
New
$42.85 - $50.11 $41.3K - $48.3K
963 $48.3M
UNOV
Earth Science Tech, Inc.

ETFs
1.34K
New
$32.19 - $36.09 $43K - $48.2K
1.34K $48.2M
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.25K
New
$33.46 - $38.01 $41.8K - $47.5K
1.25K $47.5M
Tidal Tr Ii
971
New
N/A
971 $47.4M
SLV
I Shares Silver Trust

ETFs
1.42K
New
$27.08 - $33.74 $38.5K - $47.9K
1.42K $46.6M
FLRG
Fidelity Covington Tr U S Mult

ETFs
1.26K
New
$29.74 - $35.95 $37.4K - $45.2K
1.26K $45.1M
CTAS
Cintas Corp

Industrials
200
New
$190.11 - $227.66 $38K - $45.5K
200 $44.6M
FV
First Trust Dorsey Wright Focu

ETFs
750
New
$48.43 - $59.26 $36.3K - $44.4K
750 $44.4M
APO
Apollo Global Management, Inc.

Financial Services
312
New
$108.68 - $145.07 $33.9K - $45.3K
312 $44.3M
MUB
Ishares National Muni Bond ETF

ETFs
419
New
$102.31 - $105.8 $42.9K - $44.3K
419 $43.8M
BNDX
Vanguard Total International B

ETFs
882
New
$48.77 - $49.55 $43K - $43.7K
882 $43.7M
DSI
Ishares Msci Kld 400 Social Et

ETFs
375
New
$91.62 - $116.16 $34.4K - $43.6K
375 $43.6M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.17K
New
$28.98 - $37.18 $33.8K - $43.4K
1.17K $43.4M
VLO
Valero Energy Corp

Energy
322
New
$104.69 - $141.77 $33.7K - $45.6K
322 $43.2M
VIS
Vanguard Industrial ETF

ETFs
151
New
$220.04 - $280.07 $33.2K - $42.3K
151 $42.3M
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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