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Innov Eq Def 1yr Dec Etf shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Innov Eq Def 1yr Dec Etf (ZDEK) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Innov Eq Def 1yr Dec Etf

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All positions including Innov Eq Def 1yr Dec Etf held by Evolution Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innov Eq Def 1yr Dec Etf by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $154k 6.1k 25.26
2025-06-30 $174k 7.1k 24.54

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 Innov Eq Def 1yr Dec Etf

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Raymond James Financial
AE Wealth Management
Kestra Advisory Services
Kfg Wealth Management
Prasad Wealth Partners
Cetera Investment Advisers
Owen LaRue
Advisor Group Holdings
Independent Wealth Network
Centaurus Financial
Archer Investment Corp
FC Advisory

View all funds holding Innov Eq Def 1yr Dec Etf