Evergreen Wealth Solutions’s Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF EVMT Stock Holding History

Evergreen Wealth Solutions’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 Q2	–	Sell	-13,680	Closed	-$215K	–	118
2025 Q1	$215K	Sell	13,680 -10,920	-44%	-$166K	0.15%	98
2024 Q4	$359K	Sell	24,600 -1,400	-5%	-$22K	0.25%	68
2024 Q3	$431K	Buy	26,000 +110	+0.4%	+$1.74K	0.29%	69
2024 Q2	$432K	Buy	25,890 +5,335	+26%	+$94.4K	0.31%	71
2024 Q1	$338K	Sell	20,555 -2,731	-12%	-$44.7K	0.25%	83
2023 Q4	$394K	Buy	23,286 +2,834	+14%	+$51K	0.34%	75
2023 Q3	$392K	Buy	20,452 +2,255	+12%	+$45.9K	0.4%	71
2023 Q2	$381K	Buy	+18,197	New	+$390K	0.38%	69

Other funds holding EVMT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return

FFA

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

Evergreen Wealth Solutions's EVMT Position: Q2 2025 in Review

Evergreen Wealth Solutions sold out of Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT) in Q2 2025, closing a stake of 13,680 shares — an estimated $215K sold.

Evergreen Wealth Solutions first reported a position in EVMT in Q2 2023 and held it in 8 quarters. The position peaked at $432K in Q2 2024. 6 funds tracked by Wall St. Rank hold EVMT as of Q2 2025.

Evergreen Wealth Solutions reported no remaining Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position as of Q2 2025 after selling out during the quarter.
Evergreen Wealth Solutions sold 13,680 Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF shares in Q2 2025, an estimated $215K.
Evergreen Wealth Solutions first reported a position in Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF in Q2 2023 and held it in 8 quarters.
Evergreen Wealth Solutions's Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position peaked at $432K in Q2 2024.
6 funds tracked by Wall St. Rank held Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF as of Q2 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.