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Listed Fd Tr shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (OVT) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $390k 17k 22.38
2025-06-30 $316k 14k 22.25

More positions owned by Evolution Wealth Management

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)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

Top funds holding Listed Fd Tr

Armis Advisers
Holcombe Financial
Virtu Financial
Evolution Wealth Management
Raymond James Financial
Old Mission Capital
Union Bankshares
REAP Financial Group
UBS Group
AE Wealth Management
Advisor Group Holdings

View all funds holding Listed Fd Tr