EWS
OCTP

Evergreen Wealth Solutions’s PGIM US Large-Cap Buffer 12 ETF - October OCTP Stock Holding History

Evergreen Wealth Solutions’s Portfolio OCTP Stock Details OCTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$275K Buy
+9,297
New +$282K 0.02% 344

Other funds holding OCTP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evergreen Wealth Solutions's OCTP Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in PGIM US Large-Cap Buffer 12 ETF - October (OCTP) in Q1 2026: 9,297 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings.

16 funds tracked by Wall St. Rank hold OCTP as of Q1 2026.

  • Evergreen Wealth Solutions held 9,297 shares of PGIM US Large-Cap Buffer 12 ETF - October worth $275K as of Q1 2026.
  • PGIM US Large-Cap Buffer 12 ETF - October was a new Evergreen Wealth Solutions position in Q1 2026.
  • PGIM US Large-Cap Buffer 12 ETF - October made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #344 holding.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.