Evolution Wealth Management Inc. ETFs

Evolution Wealth Management Inc.

$81.2 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BUFT Ft Exch Trd Fd Viii Cboe Vest	$0	$204 Million 0.25% of portfolio	8,677	Q2 2025 New
DGS Wisdomtree Emerging Markets Sm	$0	$199 Million 0.25% of portfolio	3,606	Q2 2025 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$197 Million 0.24% of portfolio	4,352	Q2 2025 New
UDEC Innovator U.S. Equity Ultra Bu	$0	$193 Million 0.24% of portfolio	5,293	Q2 2025 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$191 Million 0.24% of portfolio	2,082	Q2 2025 New
SPMD Spdr Portfolio	$0	$189 Million 0.23% of portfolio	3,475	Q2 2025 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$176 Million 0.22% of portfolio	2,341	Q2 2025 New
MTGP Wisdomtree Tree Mortgage Plus	$0	$172 Million 0.21% of portfolio	3,883	Q2 2025 New
DES Wisdomtree Tr U.S. Smallcap Di	$0	$163 Million 0.2% of portfolio	5,130	Q2 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$162 Million 0.2% of portfolio	4,003	Q2 2025 New
DVY Ishares Tr	$0	$159 Million 0.2% of portfolio	1,199	Q2 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$158 Million 0.19% of portfolio	3,686	Q2 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$158 Million 0.19% of portfolio	2,540	Q2 2025 New
QYLD Global X Fdsnasdaq 100 Covered	$0	$156 Million 0.19% of portfolio	9,355	Q2 2025 New
SPYG Spdr Portfolio	$0	$154 Million 0.19% of portfolio	1,613	Q2 2025 New
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$147 Million 0.18% of portfolio	1,303	Q2 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$143 Million 0.18% of portfolio	2,726	Q2 2025 New
BJUL Innovator U.S. Equity Buffer E	$0	$138 Million 0.17% of portfolio	2,930	Q2 2025 New
WFHY Wisdomtree U.S. High Yield Cor	$0	$137 Million 0.17% of portfolio	2,982	Q2 2025 New
FSEP First Tr ETF Viii Cboe Vest Us	$0	$136 Million 0.17% of portfolio	2,829	Q2 2025 New
PFFD Global X Fds U S Pfd ETF (De)	$0	$129 Million 0.16% of portfolio	6,856	Q2 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$127 Million 0.16% of portfolio	298	Q2 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$124 Million 0.15% of portfolio	1,647	Q2 2025 New
BTAL Agf Invts Tr Agfiq Us Mkt Neut	$0	$122 Million 0.15% of portfolio	6,882	Q2 2025 New
MGV Vanguard Mega Cap Value	$0	$116 Million 0.14% of portfolio	883	Q2 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$113 Million 0.14% of portfolio	2,440	Q2 2025 New
PAVE Global X Fds Us Infrastructure	$0	$106 Million 0.13% of portfolio	2,443	Q2 2025 New
IEFA Ishares Tr	$0	$105 Million 0.13% of portfolio	1,256	Q2 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$104 Million 0.13% of portfolio	2,098	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$101 Million 0.12% of portfolio	362	Q2 2025 New
ELD Wisdomtree Emerging Local Debt	$0	$97.4 Million 0.12% of portfolio	3,482	Q2 2025 New
AVUS American Centy ETF Tr Avantis	$0	$94.7 Million 0.12% of portfolio	939	Q2 2025 New
IEMG Ishares Inc	$0	$91.8 Million 0.11% of portfolio	1,530	Q2 2025 New
XLF Financial Sector Spdr	$0	$86 Million 0.11% of portfolio	1,643	Q2 2025 New
PAPR Innovator U.S. Equity Power Bu	$0	$83.3 Million 0.1% of portfolio	2,235	Q2 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$82.9 Million 0.1% of portfolio	504	Q2 2025 New
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$81 Million 0.1% of portfolio	1,735	Q2 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$79.9 Million 0.1% of portfolio	1,875	Q2 2025 New
AIQ Global X Funds Global X Artifi	$0	$78.1 Million 0.1% of portfolio	1,788	Q2 2025 New
FHLC Fidelity Covington Tr Msci Hea	$0	$77.6 Million 0.1% of portfolio	1,213	Q2 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$73.1 Million 0.09% of portfolio	3,145	Q2 2025 New
TDIV First Trust Nasdaq Technology	$0	$67.7 Million 0.08% of portfolio	751	Q2 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$65.9 Million 0.08% of portfolio	2,256	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$62.8 Million 0.08% of portfolio	471	Q2 2025 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$61.5 Million 0.08% of portfolio	2,472	Q2 2025 New
JHMM John Hancock Multifactor Mid C	$0	$61.1 Million 0.08% of portfolio	1,000	Q2 2025 New
AVUV American Centy ETF Tr Avantis	$0	$60 Million 0.07% of portfolio	659	Q2 2025 New
LTPZ Pimco ETF Tr 15+ Yr Us Tips In	$0	$60 Million 0.07% of portfolio	1,144	Q2 2025 New
VB Vanguard Small Cap ETF	$0	$58.8 Million 0.07% of portfolio	248	Q2 2025 New
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$58 Million 0.07% of portfolio	940	Q2 2025 New

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