Evoke Wealth, LLC Closed Holding Positions

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CALX
Calix, Inc

Technology
Q1 2022 Filed on May 10, 2022
63
$40.4 - $77.7 $2.55K - $4.9K
GH
Guardant Health, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
22
$48.25 - $100.49 $1.06K - $2.21K
IAG
Iamgold Corp

Basic Materials
Q1 2022 Filed on May 10, 2022
6,000
$2.42 - $3.5 $14.5K - $21K
PAVM
Pa Vmed Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
525
$1.16 - $2.5 $609 - $1.31K
TTE
Total Energies Se

Energy
Q1 2022 Filed on May 10, 2022
140
$48.81 - $60.03 $6.83K - $8.4K
CIB
Bancolombia Sa

Financial Services
Q1 2022 Filed on May 10, 2022
243
$30.43 - $42.85 $7.39K - $10.4K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q1 2022 Filed on May 10, 2022
372
$27.36 - $40.22 $10.2K - $15K
GET
Getnet Adquirencia E Servicos Para Meios De Pagamento S.A.

Technology
Q1 2022 Filed on May 10, 2022
86
$1.19 - $1.59 $102 - $137
Xilinx Inc
Q1 2022 Filed on May 10, 2022
178
N/A
CCSI
Consensus Cloud Solutions, Inc.

Technology
Q1 2022 Filed on May 10, 2022
10
$53.37 - $62.0 $534 - $620
ATHM
Autohome Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
17
$21.5 - $37.0 $366 - $629
ATOS
Atossa Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
775
$1.11 - $1.74 $860 - $1.35K
Apollo Global Management Inc
Q1 2022 Filed on May 10, 2022
350
N/A
ZYME
Zymeworks Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
12,179
$6.0 - $16.98 $73.1K - $207K
Zynga Inc Com
Q1 2022 Filed on May 10, 2022
330
N/A
CRNC
Cerence Inc.

Technology
Q1 2022 Filed on May 10, 2022
33
$29.9 - $82.92 $987 - $2.74K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q1 2022 Filed on May 10, 2022
4,000
$22.97 - $25.98 $91.9K - $104K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2022 Filed on May 10, 2022
3,300
$25.67 - $27.15 $84.7K - $89.6K
MNDT
Mandiant, Inc.

Technology
Q1 2022 Filed on May 10, 2022
133
$14.08 - $22.49 $1.87K - $2.99K
SU
Suncor Energy Inc

Energy
Q1 2022 Filed on May 10, 2022
7,000
$25.7 - $34.05 $180K - $238K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2022 Filed on May 10, 2022
3,630
$52.93 - $56.26 $192K - $204K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
17,000
$11.45 - $13.17 $195K - $224K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
147
$16.51 - $25.48 $2.43K - $3.75K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2022 Filed on May 10, 2022
10,112
$52.95 - $67.8 $535K - $686K
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 10, 2022
476
N/A
Spdr Gold Mini Shares
Q1 2022 Filed on May 10, 2022
6,887,736
N/A
TCRR
Tcr2 Therapeutics Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
295
$2.4 - $4.71 $708 - $1.39K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
4,480
$6.16 - $18.03 $27.6K - $80.8K
PUBM
Pub Matic, Inc.

Technology
Q1 2022 Filed on May 10, 2022
1,785
$18.77 - $33.23 $33.5K - $59.3K
PTRA
Proterra Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
3,415
$6.66 - $10.41 $22.7K - $35.6K
Mcafee Corp
Q1 2022 Filed on May 10, 2022
1,030
N/A
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q1 2022 Filed on May 10, 2022
14,308
$13.8 - $17.08 $197K - $244K
TCOM
Trip.Com Group LTD

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
151
$16.75 - $30.42 $2.53K - $4.59K
NAT
Nordic American Tankers LTD

Industrials
Q1 2022 Filed on May 10, 2022
564
$1.41 - $2.42 $795 - $1.36K
DOG
Proshares Short Dow30 ETF New

ETFs
Q1 2022 Filed on May 10, 2022
375
$31.26 - $34.91 $11.7K - $13.1K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
60
$25.53 - $66.12 $1.53K - $3.97K
BRFS
Brf S.A.

Consumer Defensive
Q1 2022 Filed on May 10, 2022
183
$2.83 - $4.42 $518 - $809
VALWS
Valaris LTD Wt Exp (Bmu)
Q1 2022 Filed on May 10, 2022
206
N/A
CASS
Cass Information Systems Inc

Industrials
Q1 2022 Filed on May 10, 2022
58
$36.11 - $42.55 $2.09K - $2.47K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2022 Filed on May 10, 2022
118
N/A
FBRX
Forte Biosciences, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
858
$1.21 - $2.24 $1.04K - $1.92K
NOAH
Noah Holdings LTD

Financial Services
Q1 2022 Filed on May 10, 2022
131
$19.36 - $32.24 $2.54K - $4.22K
HR
Healthcare Realty Trust Inc

Real Estate
Q1 2022 Filed on May 10, 2022
72
$29.39 - $33.88 $2.12K - $2.44K
MFM
Mfs Municipal Income Trust

Financial Services
Q1 2022 Filed on May 10, 2022
33,350
$6.03 - $6.93 $201K - $231K
PRTK
Paratek Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
468
$2.94 - $4.77 $1.38K - $2.23K
SH
Proshares Short S&P500 New (De

ETFs
Q1 2022 Filed on May 10, 2022
3,000
$13.54 - $15.38 $40.6K - $46.1K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
92
$12.38 - $19.1 $1.14K - $1.76K
RYAAY
Ryanair Holdings PLC

Industrials
Q1 2022 Filed on May 10, 2022
109
$74.12 - $124.13 $8.08K - $13.5K
CLVS
Clovis Oncology, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
10,000
$1.43 - $3.14 $14.3K - $31.4K
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