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Evolution Wealth Management’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Evolution Wealth Management’s Portfolio DAPR Stock Details DAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138K Sell
3,372
-435
-11% -$17.6K 0.08% 158
2026
Q1 		$151K Sell
3,807
-4
-0.1% -$158 0.11% 134
2025
Q4 		$150K Sell
3,811
-2,372
-38% -$92.3K 0.12% 130
2025
Q3 		$239K Sell
6,183
-9,148
-60% -$349K 0.25% 79
2025
Q2 		$578K Buy
+15,331
New +$561K 0.71% 29

Other funds holding DAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Evolution Wealth Management's DAPR Position: Q2 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF April (DAPR) stake by 11% in Q2 2026, selling an estimated $17.6K and leaving 3,372 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #158.

Evolution Wealth Management first reported a position in DAPR in Q2 2025 and has held it in 5 quarters since. The position peaked at $578K in Q2 2025. 100 funds tracked by Wall St. Rank hold DAPR as of Q2 2026.

  • Evolution Wealth Management held 3,372 shares of FT Vest US Equity Deep Buffer ETF April worth $138K as of Q2 2026.
  • Evolution Wealth Management sold 435 FT Vest US Equity Deep Buffer ETF April shares in Q2 2026, an estimated $17.6K.
  • FT Vest US Equity Deep Buffer ETF April made up 0.08% of Evolution Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF April position peaked at $578K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.