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
IFRA Ishares Tr	$0	$56.5 Million 0.07% of portfolio	1,149	Q2 2025 New
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$56.1 Million 0.07% of portfolio	834	Q2 2025 New
BSV Vanguard Bd Index Fd Inc Short	$0	$55.4 Million 0.07% of portfolio	704	Q2 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$54.8 Million 0.07% of portfolio	404	Q2 2025 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$53.9 Million 0.07% of portfolio	1,528	Q2 2025 New
FRI First Tr S&P Reit Index Fd	$0	$52.2 Million 0.06% of portfolio	1,930	Q2 2025 New
RFDA Alps ETF Tr Riverfront Dynamic	$0	$51.1 Million 0.06% of portfolio	881	Q2 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$49.8 Million 0.06% of portfolio	677	Q2 2025 New
FOCT First Tr Ex Trad Fd Viii Cboe	$0	$49 Million 0.06% of portfolio	1,095	Q2 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$48.7 Million 0.06% of portfolio	582	Q2 2025 New
UJUL Innovator U.S. Equity Ultra Bu	$0	$48.7 Million 0.06% of portfolio	1,324	Q2 2025 New
FNOV First Tr ETF Viii Ft Cboe Vest	$0	$48.3 Million 0.06% of portfolio	963	Q2 2025 New
UNOV Earth Science Tech, Inc.	$0	$48.2 Million 0.06% of portfolio	1,336	Q2 2025 New
PFEB Innovator U.S. Equity Power Bu	$0	$47.5 Million 0.06% of portfolio	1,250	Q2 2025 New
SLV I Shares Silver Trust	$19B	$46.6 Million 0.06% of portfolio	1,420	Q2 2025 New
FLRG Fidelity Covington Tr U S Mult	$0	$45.1 Million 0.06% of portfolio	1,256	Q2 2025 New
FV First Trust Dorsey Wright Focu	$0	$44.4 Million 0.05% of portfolio	750	Q2 2025 New
MUB Ishares National Muni Bond ETF	$0	$43.8 Million 0.05% of portfolio	419	Q2 2025 New
BNDX Vanguard Total International B	$0	$43.7 Million 0.05% of portfolio	882	Q2 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$43.6 Million 0.05% of portfolio	375	Q2 2025 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$43.4 Million 0.05% of portfolio	1,166	Q2 2025 New
VIS Vanguard Industrial ETF	$0	$42.3 Million 0.05% of portfolio	151	Q2 2025 New
VGT Vanguard Information Technolog	$0	$40.5 Million 0.05% of portfolio	61	Q2 2025 New
MBB Ishares Tr	$0	$39.4 Million 0.05% of portfolio	420	Q2 2025 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$39.4 Million 0.05% of portfolio	828	Q2 2025 New
FAUG First Tr ETF Viii Cboe Vest Us	$0	$38.3 Million 0.05% of portfolio	781	Q2 2025 New
UAPR Innovator U.S. Equity Ultra Bu	$0	$36.3 Million 0.04% of portfolio	1,160	Q2 2025 New
IYG Ishares Tr	$0	$35.7 Million 0.04% of portfolio	417	Q2 2025 New
XLV Select Sector Spdr Fund Health	$0	$34.4 Million 0.04% of portfolio	255	Q2 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$33.9 Million 0.04% of portfolio	732	Q2 2025 New
RFDI First Trust ETF Iii Riverfront	$0	$33.8 Million 0.04% of portfolio	464	Q2 2025 New
XLK Technology Sector Spdr	$0	$33.4 Million 0.04% of portfolio	132	Q2 2025 New
XLU Utilities Sector Spdr	$0	$33.4 Million 0.04% of portfolio	409	Q2 2025 New
VHT Vanguard Health Care ETF	$0	$32.8 Million 0.04% of portfolio	132	Q2 2025 New
FSMB First Tr Et Fd Iii Short Durat	$0	$32.6 Million 0.04% of portfolio	1,640	Q2 2025 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$32.3 Million 0.04% of portfolio	1,390	Q2 2025 New
AVDE American Centy ETF Tr Avantis	$0	$32 Million 0.04% of portfolio	433	Q2 2025 New
BOTZ Global X Fds	$0	$32 Million 0.04% of portfolio	980	Q2 2025 New
SSO Proshares Ultra S&P 500	$0	$30.8 Million 0.04% of portfolio	315	Q2 2025 New
CTA Simplify Exch Traded Fds Simpl	$0	$30.8 Million 0.04% of portfolio	1,150	Q2 2025 New
NTSX Wisdomtree Tr Wisdomtree U.S.	$0	$30 Million 0.04% of portfolio	600	Q2 2025 New
VV Vanguard Large Cap ETF	$0	$29.1 Million 0.04% of portfolio	102	Q2 2025 New
FMB First Tr Exchange Traded Fd Ii	$0	$27.5 Million 0.03% of portfolio	551	Q2 2025 New
FMHI First Tr ETF Iii Municipal Hig	$0	$27.2 Million 0.03% of portfolio	582	Q2 2025 New
OVLH Listed Fds Tr Overlay Shs Hedg	$0	$27.2 Million 0.03% of portfolio	737	Q2 2025 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$25.8 Million 0.03% of portfolio	334	Q2 2025 New
PPA Invesco Exchange Traded Fd Tr	$0	$25.5 Million 0.03% of portfolio	180	Q2 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$25 Million 0.03% of portfolio	264	Q2 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$23.5 Million 0.03% of portfolio	414	Q2 2025 New
BUFG Ft Exch Trd Fd Viii Cboe Vest	$0	$23.5 Million 0.03% of portfolio	920	Q2 2025 New

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