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Sterling Cap Fds shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Sterling Cap Fds shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Sterling Cap Fds

Tip: Access up to 7 years of quarterly data

All positions including Sterling Cap Fds held by Evolution Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sterling Cap Fds by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $19k 750 25.09

More positions owned by Evolution Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust Allianzim Buffer (SPBW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding Sterling Cap Fds

Branch Banking & Trust Company
AE Wealth Management
Envestnet Asset Management
B.O.S.S. Retirement Advisors
Jane Street
Lloyd Advisory Services
Kingdom Financial Group
Evolution Wealth Management
Golden State Equity Partners

View all funds holding Sterling Cap Fds