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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
Q2 		– Sell
-2,549,846
Closed -$41.4M – 606
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

MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Evoke Wealth's UPAR Position: Q2 2026 in Review

Evoke Wealth sold out of UPAR Ultra Risk Parity ETF (UPAR) in Q2 2026, closing a stake of 2,549,846 shares — an estimated $41.4M sold.

Evoke Wealth first reported a position in UPAR in Q1 2022 and held it in 17 quarters. The position peaked at $41.4M in Q1 2026. 8 funds tracked by Wall St. Rank hold UPAR as of Q2 2026.

  • Evoke Wealth reported no remaining UPAR Ultra Risk Parity ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,549,846 UPAR Ultra Risk Parity ETF shares in Q2 2026, an estimated $41.4M.
  • Evoke Wealth first reported a position in UPAR Ultra Risk Parity ETF in Q1 2022 and held it in 17 quarters.
  • Evoke Wealth's UPAR Ultra Risk Parity ETF position peaked at $41.4M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.