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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Evergreen Wealth Solutions’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Buy
23,126
+540
+2% +$30.2K 0.09% 141
2025
Q4 		$1.26M Buy
+22,586
New +$1.25M 0.18% 63

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.4% in Q1 2026, buying an estimated $30.2K and bringing the position to 23,126 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #141.

Evergreen Wealth Solutions first reported a position in FJUL in Q4 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • Evergreen Wealth Solutions held 23,126 shares of FT Vest US Equity Buffer ETF July worth $1.27M as of Q1 2026.
  • Evergreen Wealth Solutions bought 540 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $30.2K.
  • FT Vest US Equity Buffer ETF July made up 0.09% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #141 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

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