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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF August FAUG Stock Holding History

Evergreen Wealth Solutions’s Portfolio FAUG Stock Details FAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
24,212
-11
-0% -$607 0.07% 166
2026
Q1 		$1.25M Buy
24,223
+1,192
+5% +$63.1K 0.09% 143
2025
Q4 		$1.22M Buy
+23,031
New +$1.2M 0.17% 69

Other funds holding FAUG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Evergreen Wealth Solutions's FAUG Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its FT Vest US Equity Buffer ETF August (FAUG) stake by 0.05% in Q2 2026, selling an estimated $607 and leaving 24,212 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #166.

Evergreen Wealth Solutions first reported a position in FAUG in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold FAUG as of Q2 2026.

  • Evergreen Wealth Solutions held 24,212 shares of FT Vest US Equity Buffer ETF August worth $1.39M as of Q2 2026.
  • Evergreen Wealth Solutions sold 11 FT Vest US Equity Buffer ETF August shares in Q2 2026, an estimated $607.
  • FT Vest US Equity Buffer ETF August made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #166 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF August in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.