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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
Q2 		$1.41M Sell
22,986
-140
-0.6% -$8.16K 0.07% 163
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

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Evergreen Wealth Solutions reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 0.61% in Q2 2026, selling an estimated $8.16K and leaving 22,986 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #163.

Evergreen Wealth Solutions first reported a position in FJUL in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Evergreen Wealth Solutions held 22,986 shares of FT Vest US Equity Buffer ETF July worth $1.41M as of Q2 2026.
  • Evergreen Wealth Solutions sold 140 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $8.16K.
  • FT Vest US Equity Buffer ETF July made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #163 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

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