Evergreen Wealth Solutions’s MC Trio Equity Buffered ETF TRIO Stock Holding History

Evergreen Wealth Solutions’s Portfolio TRIO Stock Details TRIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$122M	Buy	1,839,085 +17,053	+0.9%	+$1.09M	6.37%	1
2026 Q1	$110M	Buy	1,822,032 +33,349	+2%	+$2.05M	7.79%	1
2025 Q4	$109M	Buy	+1,788,683	New	+$117M	15.24%	1

Other funds holding TRIO

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its MC Trio Equity Buffered ETF (TRIO) stake by 0.94% in Q2 2026, buying an estimated $1.09M and bringing the position to 1,839,085 shares worth $122M. The position accounts for 6.37% of the portfolio, ranked #1.

Evergreen Wealth Solutions first reported a position in TRIO in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold TRIO as of Q2 2026.

Evergreen Wealth Solutions held 1,839,085 shares of MC Trio Equity Buffered ETF worth $122M as of Q2 2026.
Evergreen Wealth Solutions bought 17,053 MC Trio Equity Buffered ETF shares in Q2 2026, an estimated $1.09M.
MC Trio Equity Buffered ETF made up 6.37% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #1 holding.
Evergreen Wealth Solutions first reported a position in MC Trio Equity Buffered ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held MC Trio Equity Buffered ETF as of Q2 2026.

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