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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its MC Trio Equity Buffered ETF (TRIO) stake by 1.9% in Q1 2026, buying an estimated $2.05M and bringing the position to 1,822,032 shares worth $110M. The position accounts for 7.79% of the portfolio, ranked #1.

Evergreen Wealth Solutions first reported a position in TRIO in Q4 2025 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold TRIO as of Q1 2026.

Evergreen Wealth Solutions held 1,822,032 shares of MC Trio Equity Buffered ETF worth $110M as of Q1 2026.
Evergreen Wealth Solutions bought 33,349 MC Trio Equity Buffered ETF shares in Q1 2026, an estimated $2.05M.
MC Trio Equity Buffered ETF made up 7.79% of Evergreen Wealth Solutions's portfolio in Q1 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 2 quarters since.
2 funds tracked by Wall St. Rank held MC Trio Equity Buffered ETF as of Q1 2026.

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