EVOLUTION WEALTH MANAGEMENT INC. HYS β€” PIMCO ETF TR

Ownership history in EVOLUTION WEALTH MANAGEMENT INC.  Β·  3 quarters on record

AI Ownership Summary

EVOLUTION WEALTH MANAGEMENT INC. reported PIMCO ETF TR (HYS) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.01% in 2026 Q1. The latest visible filing shows HYS at 1.01% 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 HYS 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 PIMCO ETF TR, 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
2026 Q1

HYS was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2026 Q1

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 2026 Q1

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 HYS β€” position size vs. price
% of Fund (quarterly)    HYS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 14,811 +4,076 +38.0% 1.01% $1.4M 2026-04-27 $94.13
2025 Q4 ADDED β€” β€” β€” 10,735 +3,864 +56.2% 0.84% $1.0M 2026-02-10 $93.61
2025 Q3 INITIATED β€” β€” β€” 6,871 β€” β€” 0.67% $657K 2025-10-23 $91.77

FAQ About EVOLUTION WEALTH MANAGEMENT INC. and HYS

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 HYS?

EVOLUTION WEALTH MANAGEMENT INC. reported HYS across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for HYS was 1.01% in 2026 Q1.

What is the latest reported HYS position on this page?

The most recent filing on this page is 2026 Q1, when EVOLUTION WEALTH MANAGEMENT INC. reported 14,811 shares, equal to 1.01% of portfolio, with an estimated market value of $1.4M.

What does the chart on this HYS ownership page compare?

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