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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Evoke Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of CMS by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−44−100.0%Sold outHolders
Q3 202244$3.00K<0.1%00.0%UnchangedHolders
Q2 202244$3.00K<0.1%00.0%UnchangedHolders
Q1 202244$3.00K<0.1%00.0%UnchangedHolders
Q4 202144$3.00K<0.1%+7+18.9%AddedHolders
Q3 202137$2.00K<0.1%00.0%UnchangedHolders
Q2 202137$2.00K<0.1%−3−7.5%ReducedHolders
Q1 202140$2.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.