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 Q1	$592K	Buy	+22,606	New	+$600K	0.04%	226

Other funds holding YSEP

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Evergreen Wealth Solutions opened a new position in FT Vest International Equity Buffer ETF September (YSEP) in Q1 2026: 22,606 shares worth $592K. The stake represents 0.04% of the portfolio and ranks #226 among its holdings.

66 funds tracked by Wall St. Rank hold YSEP as of Q1 2026.

Evergreen Wealth Solutions held 22,606 shares of FT Vest International Equity Buffer ETF September worth $592K as of Q1 2026.
FT Vest International Equity Buffer ETF September was a new Evergreen Wealth Solutions position in Q1 2026.
FT Vest International Equity Buffer ETF September made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #226 holding.
66 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2026.

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