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Evoke Wealth’s UPAR Ultra Risk Parity ETF UPAR Stock Holding History

Evoke Wealth’s Portfolio UPAR Stock Details UPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.4M Buy
2,549,846
+70,717
+3% +$1.17M 0.74% 30
2025
Q4 		$38.3M Sell
2,479,129
-2,111
-0.1% -$32.6K 0.72% 31
2025
Q3 		$37.3M Sell
2,481,240
-662
-0% -$9.49K 0.76% 32
2025
Q2 		$34.8M Sell
2,481,902
-370,944
-13% -$5.01M 0.8% 30
2025
Q1 		$39.4M Buy
2,852,846
+220,240
+8% +$2.98M 1.03% 28
2024
Q4 		$34M Sell
2,632,606
-91,167
-3% -$1.27M 0.95% 27
2024
Q3 		$40.4M Buy
2,723,773
+1,886,673
+225% +$26.7M 1.1% 26
2024
Q2 		$11.3M Sell
837,100
-1,773,468
-68% -$24.1M 13.31% 2
2024
Q1 		$35.9M Buy
2,610,568
+2,542,330
+3,726% +$33.8M 1.06% 26
2023
Q4 		$931K Sell
68,238
-436,370
-86% -$5.41M 1.51% 11
2023
Q3 		$6.09M Buy
504,608
+22,815
+5% +$302K 0.21% 54
2023
Q2 		$6.67M Buy
481,793
+63,556
+15% +$891K 0.23% 53
2023
Q1 		$5.95M Buy
418,237
+74,019
+22% +$1.04M 0.22% 52
2022
Q4 		$4.58M Sell
344,218
-202,443
-37% -$2.65M 0.17% 66
2022
Q3 		$6.62M Buy
546,661
+30,637
+6% +$444K 0.27% 44
2022
Q2 		$7.44M Buy
516,024
+370,285
+254% +$6.01M 0.28% 47
2022
Q1 		$2.73M Buy
+145,739
New +$2.78M 0.09% 100

Other funds holding UPAR

4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Evoke Wealth's UPAR Position: Q1 2026 in Review

Evoke Wealth increased its UPAR Ultra Risk Parity ETF (UPAR) stake by 2.9% in Q1 2026, buying an estimated $1.17M and bringing the position to 2,549,846 shares worth $41.4M. The position accounts for 0.74% of the portfolio, ranked #30.

Evoke Wealth first reported a position in UPAR in Q1 2022 and has held it in 17 quarters since. 4 funds tracked by Wall St. Rank hold UPAR as of Q1 2026.

  • Evoke Wealth held 2,549,846 shares of UPAR Ultra Risk Parity ETF worth $41.4M as of Q1 2026.
  • Evoke Wealth bought 70,717 UPAR Ultra Risk Parity ETF shares in Q1 2026, an estimated $1.17M.
  • UPAR Ultra Risk Parity ETF made up 0.74% of Evoke Wealth's portfolio in Q1 2026, its #30 holding.
  • Evoke Wealth first reported a position in UPAR Ultra Risk Parity ETF in Q1 2022 and has held it in 17 quarters since.
  • 4 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.