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

Evergreen Wealth Solutions’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$903K Buy
20,234
+1,434
+8% +$61.3K 0.05% 220
2026
Q1 		$767K Buy
+18,800
New +$778K 0.05% 192

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

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

Evergreen Wealth Solutions increased its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 7.6% in Q2 2026, buying an estimated $61.3K and bringing the position to 20,234 shares worth $903K. The position accounts for 0.05% of the portfolio, ranked #220.

Evergreen Wealth Solutions first reported a position in GJUL in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Evergreen Wealth Solutions held 20,234 shares of FT Vest US Equity Moderate Buffer ETF July worth $903K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,434 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $61.3K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #220 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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