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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Evergreen Wealth Solutions’s Portfolio FJAN Stock Details FJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$856K Hold
16,977
– – 0.06% 179
2025
Q4 		$879K Buy
+16,977
New +$862K 0.12% 86

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Rockefeller Capital Management
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BCM
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Carson Wealth (CWM LLC)
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LPL Financial
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AssetMark Inc
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Evergreen Wealth Solutions's FJAN Position: Q1 2026 in Review

Evergreen Wealth Solutions held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q1 2026 at 16,977 shares worth $856K. The position accounts for 0.06% of the portfolio, ranked #179.

Evergreen Wealth Solutions first reported a position in FJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $879K in Q4 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

  • Evergreen Wealth Solutions held 16,977 shares of FT Vest US Equity Buffer ETF January worth $856K as of Q1 2026.
  • Evergreen Wealth Solutions left its FT Vest US Equity Buffer ETF January share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF January made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #179 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's FT Vest US Equity Buffer ETF January position peaked at $879K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.