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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

SMFG holding history

Sumitomo Mitsui Financial Group, 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.

SMFG overviewAll 13F holders of SMFGFull 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 SMFG by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−133−100.0%Sold outHolders
Q3 2022133$1.00K<0.1%00.0%UnchangedHolders
Q2 2022133$1.00K<0.1%−117−46.8%ReducedHolders
Q1 2022250$2.00K<0.1%00.0%UnchangedHolders
Q4 2021250$2.00K<0.1%00.0%UnchangedHolders
Q3 2021250$1.00K<0.1%00.0%UnchangedHolders
Q2 2021250$2.00K<0.1%00.0%UnchangedHolders
Q1 2021250$2.00K<0.1%––Holders

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