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Accel Wealth Management’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Accel Wealth Management’s Portfolio XIMR Stock Details XIMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$384K Sell
12,208
-2,032
-14% -$63.9K 0.09% 190
2026
Q1 		$440K Buy
14,240
+776
+6% +$24K 0.11% 168
2025
Q4 		$420K Buy
13,464
+211
+2% +$6.56K 0.11% 170
2025
Q3 		$414K Sell
13,253
-804
-6% -$25.1K 0.12% 170
2025
Q2 		$439K Buy
14,057
+5,547
+65% +$170K 0.15% 150
2025
Q1 		$262K Buy
+8,510
New +$264K 0.09% 202

Other funds holding XIMR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Accel Wealth Management's XIMR Position: Q2 2026 in Review

Accel Wealth Management reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 14% in Q2 2026, selling an estimated $63.9K and leaving 12,208 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #190.

Accel Wealth Management first reported a position in XIMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $440K in Q1 2026. 18 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • Accel Wealth Management held 12,208 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $384K as of Q2 2026.
  • Accel Wealth Management sold 2,032 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $63.9K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up 0.09% of Accel Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Accel Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q1 2025 and has held it in 6 quarters since.
  • Accel Wealth Management's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $440K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.