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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

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

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF April (DAPR) stake by 0.1% in Q1 2026, selling an estimated $158 and leaving 3,807 shares worth $151K. The position accounts for 0.11% of the portfolio, ranked #134.

Evolution Wealth Management first reported a position in DAPR in Q2 2025 and has held it in 4 quarters since. The position peaked at $578K in Q2 2025. 85 funds tracked by Wall St. Rank hold DAPR as of Q1 2026.

  • Evolution Wealth Management held 3,807 shares of FT Vest US Equity Deep Buffer ETF April worth $151K as of Q1 2026.
  • Evolution Wealth Management sold 4 FT Vest US Equity Deep Buffer ETF April shares in Q1 2026, an estimated $158.
  • FT Vest US Equity Deep Buffer ETF April made up 0.11% of Evolution Wealth Management's portfolio in Q1 2026, its #134 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 4 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF April position peaked at $578K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q1 2026.

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