EWS
GJUN icon

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

Evergreen Wealth Solutions’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$789K Sell
18,750
-366
-2% -$14.9K 0.04% 233
2026
Q1 		$754K Buy
+19,116
New +$759K 0.05% 195

Other funds holding GJUN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Evergreen Wealth Solutions reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 1.9% in Q2 2026, selling an estimated $14.9K and leaving 18,750 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #233.

Evergreen Wealth Solutions first reported a position in GJUN in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

  • Evergreen Wealth Solutions held 18,750 shares of FT Vest US Equity Moderate Buffer ETF June worth $789K as of Q2 2026.
  • Evergreen Wealth Solutions sold 366 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $14.9K.
  • FT Vest US Equity Moderate Buffer ETF June made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #233 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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