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

Accel Wealth Management’s Portfolio XISE Stock Details XISE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$504K	Sell	16,635 -2,150	-11%	-$65.3K	0.11%	159
2026 Q2	$572K	Sell	18,785 -2,686	-13%	-$81.5K	0.13%	146
2026 Q1	$643K	Sell	21,471 -1,719	-7%	-$51.9K	0.17%	127
2025 Q4	$705K	Sell	23,190 -4,768	-17%	-$144K	0.19%	117
2025 Q3	$845K	Sell	27,958 -1,566	-5%	-$47.5K	0.25%	96
2025 Q2	$899K	Sell	29,524 -536	-2%	-$16K	0.3%	80
2025 Q1	$903K	Sell	30,060 -940	-3%	-$28.4K	0.33%	78
2024 Q4	$939K	Buy	31,000 +3,941	+15%	+$119K	0.36%	75
2024 Q3	$818K	Sell	27,059 -6,765	-20%	-$205K	0.3%	79
2024 Q2	$1.03M	Buy	33,824 +332	+1%	+$10.1K	0.41%	62
2024 Q1	$1.03M	Buy	33,492 +2,205	+7%	+$67.5K	0.44%	60
2023 Q4	$961K	Buy	+31,287	New	+$949K	0.48%	57

Other funds holding XISE

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Accel Wealth Management reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 11% in Q3 2026, selling an estimated $65.3K and leaving 16,635 shares worth $504K. The position accounts for 0.11% of the portfolio, ranked #159.

Accel Wealth Management first reported a position in XISE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2024. 5 funds tracked by Wall St. Rank hold XISE as of Q3 2026.

Accel Wealth Management held 16,635 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $504K as of Q3 2026.
Accel Wealth Management sold 2,150 FT Vest US Equity Buffer & Premium Income ETF September shares in Q3 2026, an estimated $65.3K.
FT Vest US Equity Buffer & Premium Income ETF September made up 0.11% of Accel Wealth Management's portfolio in Q3 2026, its #159 holding.
Accel Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and has held it in 12 quarters since.
Accel Wealth Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $1.03M in Q2 2024.
5 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q3 2026.

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