Register Financial Advisors’s Evolution Petroleum EPM Stock Holding History

Register Financial Advisors’s Portfolio EPM Stock Details EPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Buy	338,176 +1,338	+0.4%	+$5.85K	0.38%	77
2026 Q1	$1.54M	Sell	336,838 -1,309	-0.4%	-$5.45K	0.57%	58
2025 Q4	$1.2M	Buy	338,147 +20,978	+7%	+$88.5K	0.47%	66
2025 Q3	$1.53M	Buy	317,169 +1,558	+0.5%	+$7.77K	0.6%	50
2025 Q2	$1.48M	Buy	315,611 +17,829	+6%	+$80.8K	0.65%	44
2025 Q1	$1.54M	Buy	297,782 +7,880	+3%	+$41.1K	0.8%	35
2024 Q4	$1.52M	Buy	289,902 +2,303	+0.8%	+$12.6K	0.76%	39
2024 Q3	$1.53M	Buy	287,599 +7,150	+3%	+$37.7K	0.78%	38
2024 Q2	$1.48M	Buy	280,449 +4,044	+1%	+$22.7K	0.75%	33
2024 Q1	$1.7M	Buy	276,405 +114,987	+71%	+$660K	0.88%	27
2023 Q4	$938K	Buy	161,418 +24,966	+18%	+$153K	0.63%	41
2023 Q3	$933K	Buy	136,452 +33,093	+32%	+$280K	0.68%	42
2023 Q2	$834K	Buy	103,359 +5,583	+6%	+$41.3K	0.6%	45
2023 Q1	$617K	Buy	97,776 +26,894	+38%	+$172K	0.49%	52
2022 Q4	$535K	Buy	+70,882	New	+$533K	0.34%	76

Other funds holding EPM

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return