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
Q2 		$61.5K Sell
2,585
-403
-13% -$9.61K 0.04% 279
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 $21.5B AUM 26.98% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

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

Evolution Wealth Management reduced its TrueShares Quarterly Bear Hedge ETF (QBER) stake by 13% in Q2 2026, selling an estimated $9.61K and leaving 2,585 shares worth $61.5K. The position accounts for 0.04% of the portfolio, ranked #279.

Evolution Wealth Management first reported a position in QBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $248K in Q4 2025. 38 funds tracked by Wall St. Rank hold QBER as of Q2 2026.

  • Evolution Wealth Management held 2,585 shares of TrueShares Quarterly Bear Hedge ETF worth $61.5K as of Q2 2026.
  • Evolution Wealth Management sold 403 TrueShares Quarterly Bear Hedge ETF shares in Q2 2026, an estimated $9.61K.
  • TrueShares Quarterly Bear Hedge ETF made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Evolution Wealth Management first reported a position in TrueShares Quarterly Bear Hedge ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's TrueShares Quarterly Bear Hedge ETF position peaked at $248K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held TrueShares Quarterly Bear Hedge ETF as of Q2 2026.

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