EWM
QBER

Evolution Wealth Management’s TrueShares Quarterly Bear Hedge ETF QBER Stock Holding History

Evolution Wealth Management’s Portfolio QBER Stock Details QBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.1K Sell
2,988
-7,367
-71% -$176K 0.05% 213
2025
Q4 		$248K Buy
10,355
+1,186
+13% +$29.2K 0.21% 87
2025
Q3 		$226K Buy
9,169
+6,437
+236% +$159K 0.23% 83
2025
Q2 		$67.4K Buy
+2,732
New +$67.9K 0.08% 149

Other funds holding QBER

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Evolution Wealth Management reduced its TrueShares Quarterly Bear Hedge ETF (QBER) stake by 71% in Q1 2026, selling an estimated $176K and leaving 2,988 shares worth $72.1K. The position accounts for 0.05% of the portfolio, ranked #213.

Evolution Wealth Management first reported a position in QBER in Q2 2025 and has held it in 4 quarters since. The position peaked at $248K in Q4 2025. 31 funds tracked by Wall St. Rank hold QBER as of Q1 2026.

  • Evolution Wealth Management held 2,988 shares of TrueShares Quarterly Bear Hedge ETF worth $72.1K as of Q1 2026.
  • Evolution Wealth Management sold 7,367 TrueShares Quarterly Bear Hedge ETF shares in Q1 2026, an estimated $176K.
  • TrueShares Quarterly Bear Hedge ETF made up 0.05% of Evolution Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Evolution Wealth Management first reported a position in TrueShares Quarterly Bear Hedge ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's TrueShares Quarterly Bear Hedge ETF position peaked at $248K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held TrueShares Quarterly Bear Hedge ETF as of Q1 2026.

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