Evolution Wealth Management Inc. ETFs

Evolution Wealth Management Inc.

$97.4 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWD Ishares Russell 1000 Val ETF	$0	$7.33 Million 0.01% of portfolio	36	Q2 2025 New
AVUV American Centy ETF Tr Avantis	$0	$7.27 Million 0.01% of portfolio	73	Q3 2025 Reduced 88.92%
VBK Vanguard Small Cap Growth ETF	$0	$7.14 Million 0.01% of portfolio	24	Q2 2025 New
IXUS Ishares Tr	$0	$7.1 Million 0.01% of portfolio	86	Q2 2025 New
ARKW Ark Next Generation Internet E	$0	$6.98 Million 0.01% of portfolio	40	Q2 2025 New
SGOL Abrdn Gold ETF Trust	$5.65B	$6.74 Million 0.01% of portfolio	183	Q2 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$6.42 Million 0.01% of portfolio	54	Q3 2025 Reduced 12.9%
WCBR Wisdomtree Tr Cybersecurity Fu	$0	$6.34 Million 0.01% of portfolio	202	Q2 2025 New
RFCI Alps ETF Tr Riverfront Dynamic	$0	$6.26 Million 0.01% of portfolio	275	Q2 2025 New

SPGP Invesco Exchange Traded Fd Tr	$0	$6.14 Million 0.01% of portfolio	54	Q2 2025 New
IDU Ishares Tr U S Utils ETF	$0	$6.1 Million 0.01% of portfolio	55	Q2 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$6.1 Million 0.01% of portfolio	47	Q3 2025 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$5.98 Million 0.01% of portfolio	240	Q2 2025 New
TYA Simplify Exchange Traded Fds S	$0	$5.98 Million 0.01% of portfolio	439	Q3 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$5.92 Million 0.01% of portfolio	50	Q3 2025 New
EMLP First Tr Exchange Traded Iv	$0	$5.74 Million 0.01% of portfolio	150	Q2 2025 New
WCLD Wisdomtree Tr Cloud Computing	$0	$5.7 Million 0.01% of portfolio	162	Q2 2025 New
QQEW First Tr Nasdaq 100 Equal Weig	$0	$5.64 Million 0.01% of portfolio	40	Q3 2025 New

VCR Vanguard Consumer Discretionar	$0	$5.37 Million 0.01% of portfolio	14	Q3 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$5.35 Million 0.01% of portfolio	93	Q3 2025 Reduced 57.92%
NTSX Wisdomtree Tr Wisdomtree U.S.	$0	$5.07 Million 0.01% of portfolio	94	Q3 2025 Reduced 84.33%
FUMB First Tr ETF Iii Enhanced Shor	$0	$4.64 Million 0.0% of portfolio	231	Q2 2025 New
AVDV American Centy ETF Tr Avantis	$0	$4.27 Million 0.0% of portfolio	48	Q3 2025 Reduced 46.07%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$3.81 Million 0.0% of portfolio	73	Q3 2025 New
KNG Ft Cboe Vest S&P 500 Dividend	$0	$3.75 Million 0.0% of portfolio	76	Q2 2025 New
HEDJ Wisdomtree Europe Hedged Equit	$0	$3.68 Million 0.0% of portfolio	73	Q2 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$3.12 Million 0.0% of portfolio	28	Q3 2025 Reduced 31.71%
EUFN Ishares Msci Europe Financials	$0	$2.99 Million 0.0% of portfolio	87	Q2 2025 New
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$2.79 Million 0.0% of portfolio	41	Q2 2025 New
RWX Spdr Dow Jones International R	$0	$2.78 Million 0.0% of portfolio	100	Q2 2025 New
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$2.73 Million 0.0% of portfolio	72	Q3 2025 New
IEF Ishares Barclays	$0	$2.7 Million 0.0% of portfolio	28	Q2 2025 New
VOX Vanguard Communication Service	$0	$2.63 Million 0.0% of portfolio	14	Q3 2025 New
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$2.45 Million 0.0% of portfolio	106	Q3 2025 New
JPMB J P Morgan Usd Emerging Market	$0	$2.42 Million 0.0% of portfolio	60	Q2 2025 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$2.38 Million 0.0% of portfolio	44	Q3 2025 New
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$2.37 Million 0.0% of portfolio	26	Q3 2025 New
WTMF Wisdomtree Tr Managed Futures	$0	$2.35 Million 0.0% of portfolio	62	Q3 2025 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$2.28 Million 0.0% of portfolio	16	Q2 2025 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$2.27 Million 0.0% of portfolio	116	Q3 2025 New
IXC Ishares Tr Global Energy ETF	$0	$2.26 Million 0.0% of portfolio	54	Q3 2025 New
PPI Investment Mngers Ser Tr Ii Ax	$0	$2.18 Million 0.0% of portfolio	119	Q3 2025 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$2.13 Million 0.0% of portfolio	103	Q3 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$2.06 Million 0.0% of portfolio	7	Q2 2025 New
RIGS Riverfront Strategic Income Fd	$0	$2.05 Million 0.0% of portfolio	88	Q2 2025 New
IBB Ishares Biotechnology ETF	$0	$2.02 Million 0.0% of portfolio	14	Q3 2025 New
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$2.01 Million 0.0% of portfolio	102	Q3 2025 New
GCC Wisdom Tree Continuous Commodity Index Fund	$97.6M	$1.95 Million 0.0% of portfolio	91	Q3 2025 New
SPIB Spdr Portfolio Intermediate Te	$0	$1.9 Million 0.0% of portfolio	56	Q2 2025 New
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$1.89 Million 0.0% of portfolio	92	Q3 2025 New

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