Evoke Wealth’s Newsmax Inc NMAX Stock Holding History

Evoke Wealth’s Portfolio NMAX Stock Details NMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,531	Closed	-$168K	–	743
2025 Q3	$168K	Buy	13,531 +1	+0%	+$13	﹤0.01%	626
2025 Q2	$205K	Buy	+13,530	New	+$354K	﹤0.01%	562

Other funds holding NMAX

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Evoke Wealth's NMAX Position: Q4 2025 in Review

Evoke Wealth sold out of Newsmax Inc (NMAX) in Q4 2025, closing a stake of 13,531 shares — an estimated $168K sold.

Evoke Wealth first reported a position in NMAX in Q2 2025 and held it in 2 quarters. The position peaked at $205K in Q2 2025. 198 funds tracked by Wall St. Rank hold NMAX as of Q4 2025.

Evoke Wealth reported no remaining Newsmax Inc position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 13,531 Newsmax Inc shares in Q4 2025, an estimated $168K.
Evoke Wealth first reported a position in Newsmax Inc in Q2 2025 and held it in 2 quarters.
Evoke Wealth's Newsmax Inc position peaked at $205K in Q2 2025.
198 funds tracked by Wall St. Rank held Newsmax Inc as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.