Evoke Wealth, LLC

SEC CIK: 0001793432
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

NLY holding history

Annaly Capital Management Inc 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.

NLY overview All 13F holders of NLY Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of NLY by Evoke Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−92,734−100.0%	Sold out	Holders
Q1 2026	92,734	$2.03M	<0.1%	−6,089−6.2%	Reduced	Holders
Q4 2025	98,823	$2.28M	<0.1%	+1,473+1.5%	Added	Holders
Q3 2025	97,350	$2.04M	<0.1%	−87−0.1%	Reduced	Holders
Q2 2025	97,437	$1.90M	<0.1%	+721+0.7%	Added	Holders
Q1 2025	96,716	$2.03M	0.1%	+181+0.2%	Added	Holders
Q4 2024	96,535	$1.83M	0.1%	−89,352−48.1%	Reduced	Holders
Q3 2024	185,887	$3.85M	0.1%	+185,887	New	Holders
Q2 2024	0	$0	0.0%	−153,278−100.0%	Sold out	Holders
Q1 2024	153,278	$3.12M	0.1%	+153,278	New	Holders
Q4 2023	0	$0	0.0%	−152,418−100.0%	Sold out	Holders
Q3 2023	152,418	$2.97M	0.1%	−541−0.4%	Reduced	Holders
Q2 2023	152,959	$3.16M	0.1%	+7,651+5.3%	Added	Holders
Q1 2023	145,308	$2.89M	0.1%	−27,794−16.1%	Reduced	Holders
Q4 2022	173,102	$3.65M	0.1%	+9,055+5.5%	Added	Holders
Q3 2022	164,047	$2.81M	0.1%	+2,084+1.3%	AddedConverted for a 1-for-4 split	Holders
Q2 2022	647,851	$3.97M	0.1%	+323,694+99.9%	Added	Holders
Q1 2022	324,157	$2.35M	0.1%	+955+0.3%	Added	Holders
Q4 2021	323,202	$2.60M	0.1%	−6,634−2.0%	Reduced	Holders
Q3 2021	329,836	$2.85M	0.1%	+25,163+8.3%	Added	Holders
Q2 2021	304,673	$2.77M	0.1%	+34,475+12.8%	Added	Holders
Q1 2021	270,198	$2.38M	0.1%	–	–	Holders

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