Evelyn Partners Investment Management Services Ltd quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Evelyn Partners Investment Management Services Ltd opened 2 positions, added to 3, reduced 8, sold out of 4 and left 17 unchanged. The largest increase in value was CQQQ (+$1,091,088); the largest decrease was EWG (-$1,236,590).
- URA: Country of operation —; Class GLOBAL X URANIUM; Shares 2025-12-31 33,169; Shares 2026-03-31 34,423.
- VO: Country of operation —; Class MID CAP ETF; Shares 2025-12-31 4,606; Shares 2026-03-31 5,109.
- AVEM: Country of operation —; Class AVANTIS EMGMKT; Shares 2025-12-31 29,242; Shares 2026-03-31 29,325.
Two Form 13F-HR filings compared (SEC CIK 2065205): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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