EWM
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Evolution Wealth Management’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Evolution Wealth Management’s Portfolio CII Stock Details CII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.88K Buy
137
+6
+5% +$135 ﹤0.01% 694
2025
Q4 		$3.06K Buy
+131
New +$3.11K ﹤0.01% 604

Other funds holding CII

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Evolution Wealth Management's CII Position: Q1 2026 in Review

Evolution Wealth Management increased its BlackRock Enhanced Captial and Income Fund (CII) stake by 4.6% in Q1 2026, buying an estimated $135 and bringing the position to 137 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Evolution Wealth Management first reported a position in CII in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.06K in Q4 2025. 106 funds tracked by Wall St. Rank hold CII as of Q1 2026.

  • Evolution Wealth Management held 137 shares of BlackRock Enhanced Captial and Income Fund worth $2.88K as of Q1 2026.
  • Evolution Wealth Management bought 6 BlackRock Enhanced Captial and Income Fund shares in Q1 2026, an estimated $135.
  • BlackRock Enhanced Captial and Income Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #694 holding.
  • Evolution Wealth Management first reported a position in BlackRock Enhanced Captial and Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's BlackRock Enhanced Captial and Income Fund position peaked at $3.06K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.