Evolution Wealth Advisors, LLC PAVE — GLOBAL X FDS

Ownership history in Evolution Wealth Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Evolution Wealth Advisors, LLC reported GLOBAL X FDS (PAVE) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.96% in 2024 Q1. The latest visible filing shows PAVE at 2.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evolution Wealth Advisors, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PAVE was reported at 2.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.96% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAVE stock page Evolution Wealth Advisors, LLC fund profile Evolution Wealth Advisors, LLC full holdings
How Evolution Wealth Advisors, LLC held PAVE — position size vs. price
% of Fund (quarterly)    PAVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 603,680 -177 -0.0% 2.91% $28.8M 2026-02-14 (Est.) $55.12
2025 Q3 ADDED — — — 603,857 +6,509 +1.1% 3.86% $28.8M 2025-10-28 $47.98
2025 Q2 REDUCED 21.5% +8.4% ❌ 597,348 -163,198 -21.5% 3.81% $26.0M 2025-08-08 $45.44
2025 Q1 REDUCED — — — 760,546 -10,298 -1.3% 4.79% $28.7M 2025-05-09 $39.79
2024 Q4 REDUCED — — — 770,844 -734 -0.1% 5.21% $31.1M 2025-01-17 $42.49
2024 Q3 REDUCED — — — 771,578 -6,320 -0.8% 5.71% $31.8M 2024-11-06 $44.65
2024 Q2 REDUCED — — — 777,898 -3,258 -0.4% 5.61% $28.8M 2024-07-18 $38.23
2024 Q1 ADDED — — — 781,156 +1,331 +0.2% 5.96% $31.1M 2024-04-19 $36.74
2023 Q4 REDUCED — — — 779,825 -901 -0.1% 5.40% $26.9M 2024-01-31 $33.81
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PAVE

As of 2026 Q1 — sorted by position size

Moss Adams Wealth Advisors LLC 6.75% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 5.93% Sage Capital Management, LLC 5.04% WASHINGTON GROWTH STRATEGIES LLC 4.21% RETIREMENT PLANNING GROUP, LLC / NY 3.88% PMG Wealth Management, Inc. 3.5% 5th Street Advisors, LLC 3Y 3.47% MFA WEALTH ADVISORS, LLC 3Y 7Y 3.36% WAYSTONE ADVISORS LLC 3.2% Clarus Group, Inc. 3Y 3.14%

FAQ About Evolution Wealth Advisors, LLC and PAVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evolution Wealth Advisors, LLC reported owning PAVE?

Evolution Wealth Advisors, LLC reported PAVE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PAVE position in Evolution Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PAVE was 5.96% in 2024 Q1.

What is the latest reported PAVE position on this page?

The most recent filing on this page is 2025 Q4, when Evolution Wealth Advisors, LLC reported 603,680 shares, equal to 2.91% of portfolio, with an estimated market value of $28.8M.

What does the chart on this PAVE ownership page compare?

The chart compares Evolution Wealth Advisors, LLC's quarterly PAVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Evolution Wealth Advisors, LLC time their PAVE position?

Based on 13F filing dates vs. subsequent PAVE price moves, Evolution Wealth Advisors, LLC correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on PAVE relative to SPY over the holding period was +7.8%.

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