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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$845K Sell
2025
Q2
$899K Sell
2025
Q1
$903K Sell
2024
Q4
$939K Buy
2024
Q3
$818K Sell
2024
Q2
$1.03M Buy
2024
Q1
$1.03M Buy
2023
Q4
$961K Buy