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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
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

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Accel Wealth Management reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 13% in Q2 2026, selling an estimated $81.5K and leaving 18,785 shares worth $572K. The position accounts for 0.13% of the portfolio, ranked #146.

Accel Wealth Management first reported a position in XISE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2024. 10 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

  • Accel Wealth Management held 18,785 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $572K as of Q2 2026.
  • Accel Wealth Management sold 2,686 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $81.5K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.13% of Accel Wealth Management's portfolio in Q2 2026, its #146 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 11 quarters since.
  • Accel Wealth Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $1.03M in Q2 2024.
  • 10 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

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