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
Q2 		$307K Hold
9,297
– – 0.02% 417
2026
Q1 		$275K Buy
+9,297
New +$282K 0.02% 344

Other funds holding OCTP

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Evergreen Wealth Solutions held its PGIM US Large-Cap Buffer 12 ETF - October (OCTP) position steady in Q2 2026 at 9,297 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #417.

Evergreen Wealth Solutions first reported a position in OCTP in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold OCTP as of Q2 2026.

  • Evergreen Wealth Solutions held 9,297 shares of PGIM US Large-Cap Buffer 12 ETF - October worth $307K as of Q2 2026.
  • Evergreen Wealth Solutions left its PGIM US Large-Cap Buffer 12 ETF - October share count unchanged in Q2 2026.
  • PGIM US Large-Cap Buffer 12 ETF - October made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #417 holding.
  • Evergreen Wealth Solutions first reported a position in PGIM US Large-Cap Buffer 12 ETF - October in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q2 2026.

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