Evolution Wealth Management »

Investment Managers Ser Tr I shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Evolution Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 771 18.63
2025-09-30 $2.2k 119 18.33

More positions owned by Evolution Wealth Management

Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Spdr Series Trust State Street Spd (SPYM)
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)
Listed Fds Tr Shares Lag Cap (OVL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

Top funds holding Investment Managers Ser Tr I

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View all funds holding Investment Managers Ser Tr I