Evolution Wealth Management Inc. Reduced Holdings in Q3 2025

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SFLR
Innovator Etfs Tr Equity Manag
-145K
- 36.92%
N/A
248K $8.95B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.52K
- 71.35%
$546.99 - $602.2 $831K - $915K
610 $366M
SPY
Spdr S&P 500 ETF Trust

ETFs
-856
- 60.8%
$617.65 - $666.84 $529K - $571K
552 $368M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-9.15K
- 59.67%
$37.65 - $38.64 $344K - $353K
6.18K $239M
OVL
Listed Fds Tr Overlay Shs Larg
-10.6K
- 19.08%
N/A
44.9K $2.35B
Innovator Etfs Trust
-14.2K
- 25.44%
N/A
41.7K $1.38B
First Tr Exchng Traded Fd Vi
-3.42K
- 47.46%
N/A
3.79K $139M
HD
Home Depot, Inc.

Consumer Cyclical
-315
- 70.95%
$357.4 - $423.42 $113K - $133K
129 $52.3M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.85K
- 30.02%
$42.35 - $44.2 $121K - $126K
6.65K $294M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-9.7K
- 5.21%
$30.43 - $31.63 $295K - $307K
177K $5.58B
WMT
Walmart Inc.

Consumer Defensive
-1.01K
- 76.04%
$94.4 - $104.27 $95.2K - $105K
318 $32.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-357
- 11.86%
$620.67 - $670.08 $222K - $239K
2.65K $1.78B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.16K
- 13.5%
$45.06 - $46.5 $97.3K - $100K
13.8K $643M
CSCO
Cisco Systems, Inc.

Technology
-1.06K
- 97.61%
$66.2 - $71.79 $70.4K - $76.4K
26 $1.78M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-1.46K
- 29.65%
$44.57 - $46.53 $65.3K - $68.1K
3.47K $162M
AMZN
Amazon Com Inc

Consumer Cyclical
-263
- 8.72%
$211.65 - $238.24 $55.7K - $62.7K
2.75K $604M
AVUV
American Centy ETF Tr Avantis

ETFs
-586
- 88.92%
$90.37 - $102.12 $53K - $59.8K
73 $7.27M
First Tr Exchng Traded Fd Vi
-1.65K
- 22.55%
N/A
5.65K $215M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-885
- 32.47%
$52.12 - $55.33 $46.1K - $49K
1.84K $102M
XLE
Energy Sector Spdr

ETFs
-581
- 23.77%
$84.25 - $91.99 $48.9K - $53.4K
1.86K $166M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2.21K
- 32.29%
$18.82 - $19.8 $41.7K - $43.8K
4.64K $90.2M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.8K
- 81.41%
$18.02 - $19.56 $32.4K - $35.1K
410 $7.91M
VGT
Vanguard Information Technolog

ETFs
-50
- 81.97%
$656.44 - $753.15 $32.8K - $37.7K
11 $8.21M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.84K
- 11.32%
$54.35 - $59.32 $100K - $109K
14.4K $854M
VIS
Vanguard Industrial ETF

ETFs
-107
- 70.86%
$281.0 - $296.29 $30.1K - $31.7K
44 $13M
COST
Costco Wholesale Corp

Consumer Defensive
-24
- 48.0%
$915.95 - $994.57 $22K - $23.9K
26 $23.7M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-506
- 84.33%
$49.41 - $54.08 $25K - $27.4K
94 $5.07M
Orchid Is Cap Inc
-3.53K
- 38.75%
N/A
5.58K $39.1M
First Tr Exchange Traded Fd
-1.19K
- 21.3%
N/A
4.39K $93.2M
VLO
Valero Energy Corp

Energy
-198
- 61.49%
$131.77 - $175.63 $26.1K - $34.8K
124 $21.1M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-545
- 12.52%
$45.07 - $47.56 $24.6K - $25.9K
3.81K $175M
BXSL
Blackstone Secured Lending Fund

Financial Services
-627
- 52.38%
$26.07 - $32.55 $16.3K - $20.4K
570 $14.9M
XLF
Financial Sector Spdr

ETFs
-444
- 27.02%
$51.37 - $54.25 $22.8K - $24.1K
1.2K $64.6M
Tidal Trust Ii
-542
- 55.82%
N/A
429 $26.4M
MUB
Ishares National Muni Bond ETF

ETFs
-204
- 48.69%
$103.24 - $106.68 $21.1K - $21.8K
215 $22.9M
Innovator Etfs Trust
-1.01K
- 14.18%
N/A
6.09K $154M
STWD
Starwood Property Trust, Inc.

Real Estate
-975
- 77.88%
$19.37 - $20.97 $18.9K - $20.4K
277 $5.37M
CMCSA
Comcast Corp

Communication Services
-538
- 97.46%
$31.41 - $36.33 $16.9K - $19.5K
14 $440K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-452
- 12.53%
$54.85 - $58.99 $24.8K - $26.7K
3.15K $180M
SPMD
Spdr Portfolio

ETFs
-493
- 14.19%
$54.43 - $58.29 $26.8K - $28.7K
2.98K $171M
SCHW
Schwab Charles Corp

Financial Services
-193
- 97.97%
$91.03 - $98.69 $17.6K - $19K
4 $382K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-39
- 97.5%
$366.54 - $479.53 $14.3K - $18.7K
1 $392K
ELD
Wisdomtree Emerging Local Debt

ETFs
-664
- 19.07%
$27.5 - $29.07 $18.3K - $19.3K
2.82K $81M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-480
- 25.6%
$42.26 - $47.16 $20.3K - $22.6K
1.4K $64.6M
ITB
Ishares Tr

ETFs
-164
- 90.61%
$94.18 - $117.14 $15.4K - $19.2K
17 $1.82M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-330
- 8.5%
$43.53 - $44.97 $14.4K - $14.8K
3.55K $158M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-404
- 4.83%
$37.5 - $40.3 $15.2K - $16.3K
7.96K $318M
PFE
Pfizer Inc

Healthcare
-582
- 68.63%
$23.29 - $25.88 $13.6K - $15.1K
266 $6.78M
CCL
Carnival Corp

Consumer Cyclical
-500
- 55.56%
$28.37 - $32.49 $14.2K - $16.2K
400 $11.6M
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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