Evolution Wealth Management Inc. Incresed Positions in Q3 2025

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYC
Simplify Exchange Traded Fds U
63.2K
+ 931.27%
N/A
69.9K $3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.2K
+ 155.73%
$72.65 - $78.68 $1.61M - $1.75M
36.5K $2.86B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.72K
+ 51972.73%
$225.11 - $247.9 $1.29M - $1.42M
5.73K $1.42B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
33.3K
+ 90.87%
$33.4 - $34.78 $1.11M - $1.16M
70K $2.43B
SCHX
Schwab Strategic Tr Us Large C

ETFs
32.1K
+ 69.58%
$24.46 - $26.5 $785K - $850K
78.2K $2.06B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
40K
+ 286.21%
$20.0 - $20.97 $800K - $839K
54K $1.12B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.11K
+ 468.69%
$110.74 - $122.12 $676K - $746K
7.41K $897M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
646
+ 86.48%
$567.77 - $614.76 $367K - $397K
1.39K $853M
EFV
Msci Eafe Value ETF

ETFs
4.98K
+ 78.65%
$62.79 - $68.42 $312K - $340K
11.3K $767M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
5.31K
+ 5.6%
$37.2 - $39.77 $197K - $211K
100K $3.95B
NVDA
Nvidia Corp

Technology
273
+ 4.01%
$153.3 - $186.58 $41.9K - $50.9K
7.07K $1.32B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.33K
+ 15.79%
$100.37 - $100.74 $234K - $235K
17.1K $1.72B
DAUG
First Tr ETF Viii Cboe Vest Us
5.25K
+ 337.73%
N/A
6.8K $297M
Pimco ETF Tr
2.09K
+ 134.17%
N/A
3.65K $369M
Innovator Etfs Trust
7.73K
+ 135.58%
N/A
13.4K $355M
TUA
Simpl Exch Traded Fds Sht Term
9.45K
+ 185.22%
N/A
14.6K $318M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.61K
+ 66.81%
$50.47 - $50.74 $182K - $183K
9.02K $457M
IFRA
Ishares Tr

ETFs
3.31K
+ 288.16%
$49.77 - $52.82 $165K - $175K
4.46K $236M
Elevation Series Trust
6.44K
+ 235.61%
N/A
9.17K $226M
HOOD
Robinhood Markets, Inc.

Technology
1K
+ 404.86%
$91.27 - $143.18 $91.3K - $143K
1.25K $179M
Listed Fds Tr
4.61K
+ 5.12%
N/A
94.7K $1.97B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.07K
+ 16.62%
$39.39 - $42.09 $81.6K - $87.2K
14.5K $607M
VONG
Vanguard Russell 1000 Growth E

ETFs
829
+ 1658.0%
$108.08 - $121.73 $89.6K - $101K
879 $106M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.05%
$433.97 - $484.08 $434 - $484
2.14K $1.03B
VHT
Vanguard Health Care ETF

ETFs
321
+ 243.18%
$239.12 - $259.95 $76.8K - $83.4K
453 $118M
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 1.26%
$293.94 - $444.72 $2.35K - $3.56K
643 $286M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.16K
+ 127.95%
$24.73 - $25.29 $78.2K - $80K
5.64K $142M
VIG
Vanguard Dividend Appreciation

ETFs
288
+ 23.02%
N/A
1.54K $332M
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
3.2K
+ 22.53%
$21.82 - $22.45 $69.9K - $71.9K
17.4K $390M
IVW
Ishares S&P 500 Growth ETF

ETFs
95
+ 1.87%
$108.97 - $121.65 $10.4K - $11.6K
5.17K $624M
GOOGL
Alphabet Inc.

Communication Services
58
+ 7.56%
$174.36 - $254.72 $10.1K - $14.8K
825 $201M
VCIT
Vanguard Intermediate Term Cor

ETFs
769
+ 335.81%
$81.75 - $84.54 $62.9K - $65K
998 $83.9M
GLD
Spdr Gold Trust

ETFs
38
+ 3.91%
$300.96 - $355.47 $11.4K - $13.5K
1.01K $359M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
782
+ 47.48%
$70.85 - $76.96 $55.4K - $60.2K
2.43K $185M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.07K
+ 93.18%
$50.93 - $53.85 $54.3K - $57.4K
2.21K $118M
BAUG
Innovator U.S. Equity Buffer E
1.15K
+ 1272.22%
N/A
1.24K $60.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.08K
+ 196.01%
$49.32 - $50.93 $53.3K - $55K
1.63K $82.7M
AVGO
Broadcom Inc.

Technology
139
+ 106.11%
$264.74 - $369.57 $36.8K - $51.4K
270 $89.1M
IYW
Ishares Dj Us Tech ETF

ETFs
62
+ 3.78%
$171.38 - $197.01 $10.6K - $12.2K
1.7K $334M
ORCL
Oracle Corp

Technology
169
+ 845.0%
$218.96 - $328.33 $37K - $55.5K
189 $53.2M
AVUS
American Centy ETF Tr Avantis

ETFs
342
+ 36.42%
$101.2 - $109.16 $34.6K - $37.3K
1.28K $139M
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 39.25%
$282.78 - $316.06 $29.4K - $32.9K
369 $116M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 9.45%
$459.11 - $506.91 $25.3K - $27.9K
637 $320M
GOOG
Alphabet Inc.

Communication Services
37
+ 9.61%
$175.16 - $255.24 $6.48K - $9.44K
422 $103M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1
+ 0.01%
$41.02 - $43.2 $41 - $43.2
16K $690M
APLD
Applied Blockchain, Inc.

Financial Services
807
+ 101.77%
$9.18 - $24.67 $7.41K - $19.9K
1.6K $36.7M
BAC
Bank Of America Corp

Financial Services
40
+ 0.67%
$44.92 - $52.42 $1.8K - $2.1K
5.97K $308M
ATAI
Atai Life Sciences N.V.

Healthcare
2.45K
+ 61.03%
$2.62 - $5.61 $6.42K - $13.8K
6.47K $34.2M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 10.2%
$696.56 - $806.32 $10.4K - $12.1K
162 $129M
Activity Summary
Buys All Purchases 232 New Holdings 118 Increased Positions 114 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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