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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Evergreen Wealth Solutions’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$772K Hold
13,677
– – 0.04% 239
2026
Q1 		$688K Buy
13,677
+510
+4% +$26.3K 0.05% 205
2025
Q4 		$679K Buy
+13,167
New +$671K 0.09% 102

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Osaic Holdings
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Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RFG
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Evergreen Wealth Solutions held its FT Vest US Equity Buffer ETF September (FSEP) position steady in Q2 2026 at 13,677 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #239.

Evergreen Wealth Solutions first reported a position in FSEP in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • Evergreen Wealth Solutions held 13,677 shares of FT Vest US Equity Buffer ETF September worth $772K as of Q2 2026.
  • Evergreen Wealth Solutions left its FT Vest US Equity Buffer ETF September share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF September made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #239 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

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