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 Q3	$302K	Sell	9,602 -2,606	-21%	-$81.8K	0.07%	214
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

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accel Wealth Management's XIMR Position: Q3 2026 in Review

Accel Wealth Management reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 21% in Q3 2026, selling an estimated $81.8K and leaving 9,602 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #214.

Accel Wealth Management first reported a position in XIMR in Q1 2025 and has held it in 7 quarters since. The position peaked at $440K in Q1 2026. 17 funds tracked by Wall St. Rank hold XIMR as of Q3 2026.

Accel Wealth Management held 9,602 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $302K as of Q3 2026.
Accel Wealth Management sold 2,606 FT Vest US Equity Buffer & Premium Income ETF March shares in Q3 2026, an estimated $81.8K.
FT Vest US Equity Buffer & Premium Income ETF March made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #214 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 7 quarters since.
Accel Wealth Management's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $440K in Q1 2026.
17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.