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RBB shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of RBB (CPAG) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $71k 696 102.64

More positions owned by Evolution Wealth Management

Spdr Series Trust St Str P500etf (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)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust All B20 All Etf (SPBW)
Ishares Tr Eafe Grwth Etf (EFG)
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding RBB

Everest Management Corp.
Stegent Equity Advisors
Susquehanna International
Wiley Bros.-aintree Capital
Caliber Wealth Management, Llc / Ks
Golden Bell Financial Planning
Southeast Asset Advisors
Flynn Zito Capital Management
Signet Private Wealth
Family Office Research
ATX Financial Planning
Crew Capital Management
Farther Finance Advisors
Royal Bank of Canada
Evolution Wealth Management

View all funds holding RBB