Costello Asset Management’s Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF EVMT Stock Holding History

Costello Asset Management’s Portfolio EVMT Stock Details EVMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-200	Closed	-$3.26K	–	701
2025 Q3	$3.26K	Hold	200	–	–	﹤0.01%	588
2025 Q2	$3.12K	Hold	200	–	–	﹤0.01%	603
2025 Q1	$3.15K	Buy	+200	New	+$3.04K	﹤0.01%	587

Other funds holding EVMT

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Costello Asset Management's EVMT Position: Q4 2025 in Review

Costello Asset Management sold out of Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT) in Q4 2025, closing a stake of 200 shares — an estimated $3.26K sold.

Costello Asset Management first reported a position in EVMT in Q1 2025 and held it in 3 quarters. The position peaked at $3.26K in Q3 2025. 7 funds tracked by Wall St. Rank hold EVMT as of Q4 2025.

Costello Asset Management reported no remaining Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position as of Q4 2025 after selling out during the quarter.
Costello Asset Management sold 200 Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF shares in Q4 2025, an estimated $3.26K.
Costello Asset Management first reported a position in Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF in Q1 2025 and held it in 3 quarters.
Costello Asset Management's Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position peaked at $3.26K in Q3 2025.
7 funds tracked by Wall St. Rank held Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.