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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Evergreen Wealth Solutions’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
32,053
+2,481
+8% +$147K 0.1% 139
2026
Q1 		$1.67M Buy
29,572
+672
+2% +$38.5K 0.12% 122
2025
Q4 		$1.65M Buy
+28,900
New +$1.63M 0.23% 55

Other funds holding FJUN

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 8.4% in Q2 2026, buying an estimated $147K and bringing the position to 32,053 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #139.

Evergreen Wealth Solutions first reported a position in FJUN in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Evergreen Wealth Solutions held 32,053 shares of FT Vest US Equity Buffer ETF June worth $1.97M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,481 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $147K.
  • FT Vest US Equity Buffer ETF June made up 0.1% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #139 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF June in Q4 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

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