EWS
YSEP icon

Evergreen Wealth Solutions’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Evergreen Wealth Solutions’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$666K Buy
23,539
+933
+4% +$25.3K 0.03% 266
2026
Q1 		$592K Buy
+22,606
New +$600K 0.04% 226

Other funds holding YSEP

LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its FT Vest International Equity Buffer ETF September (YSEP) stake by 4.1% in Q2 2026, buying an estimated $25.3K and bringing the position to 23,539 shares worth $666K. The position accounts for 0.03% of the portfolio, ranked #266.

Evergreen Wealth Solutions first reported a position in YSEP in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold YSEP as of Q2 2026.

  • Evergreen Wealth Solutions held 23,539 shares of FT Vest International Equity Buffer ETF September worth $666K as of Q2 2026.
  • Evergreen Wealth Solutions bought 933 FT Vest International Equity Buffer ETF September shares in Q2 2026, an estimated $25.3K.
  • FT Vest International Equity Buffer ETF September made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #266 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest International Equity Buffer ETF September in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2026.

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