AUGT β€” AIM ETF PRODUCTS TRUST

Ownership history in EVOLUTION WEALTH MANAGEMENT INC.  Β·  1 quarter on record

AI Ownership Summary

EVOLUTION WEALTH MANAGEMENT INC. reported AIM ETF PRODUCTS TRUST (AUGT) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.44% in 2025 Q3. The latest visible filing shows AUGT at 0.44% 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.

What this AUGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVOLUTION WEALTH MANAGEMENT INC.'s position in AIM ETF PRODUCTS TRUST, 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 Q3

AUGT was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

How EVOLUTION WEALTH MANAGEMENT INC. held AUGT β€” position size vs. price
% of Fund (quarterly)    AUGT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 12,335 β€” β€” 0.44% $430K 2025-10-23 $35.06

FAQ About EVOLUTION WEALTH MANAGEMENT INC. and AUGT

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

How long has EVOLUTION WEALTH MANAGEMENT INC. reported owning AUGT?

EVOLUTION WEALTH MANAGEMENT INC. reported AUGT across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported AUGT position in EVOLUTION WEALTH MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for AUGT was 0.44% in 2025 Q3.

What is the latest reported AUGT position on this page?

The most recent filing on this page is 2025 Q3, when EVOLUTION WEALTH MANAGEMENT INC. reported 12,335 shares, equal to 0.44% of portfolio, with an estimated market value of $430K.

What does the chart on this AUGT ownership page compare?

The chart compares EVOLUTION WEALTH MANAGEMENT INC.'s quarterly AUGT 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.

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