EWS
FMAY icon

Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Evergreen Wealth Solutions’s Portfolio FMAY Stock Details FMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$899K Hold
15,584
– – 0.05% 221
2026
Q1 		$823K Buy
15,584
+620
+4% +$33.2K 0.06% 186
2025
Q4 		$800K Buy
+14,964
New +$788K 0.11% 94

Other funds holding FMAY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Evergreen Wealth Solutions held its FT Vest US Equity Buffer ETF May (FMAY) position steady in Q2 2026 at 15,584 shares worth $899K. The position accounts for 0.05% of the portfolio, ranked #221.

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

  • Evergreen Wealth Solutions held 15,584 shares of FT Vest US Equity Buffer ETF May worth $899K as of Q2 2026.
  • Evergreen Wealth Solutions left its FT Vest US Equity Buffer ETF May share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF May made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #221 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF May 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 May as of Q2 2026.

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