ARG
XIMR icon

Advisory Resource Group’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Advisory Resource Group’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 		$1.35M Buy
42,987
+14,175
+49% +$446K 0.2% 112
2026
Q1 		$891K Buy
28,812
+3,721
+15% +$115K 0.15% 116
2025
Q4 		$783K Hold
25,091
– – 0.14% 116
2025
Q3 		$784K Hold
25,091
– – 0.14% 121
2025
Q2 		$783K Buy
+25,091
New +$770K 0.15% 118

Other funds holding XIMR

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
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Advisory Resource Group's XIMR Position: Q2 2026 in Review

Advisory Resource Group increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 49% in Q2 2026, buying an estimated $446K and bringing the position to 42,987 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #112.

Advisory Resource Group first reported a position in XIMR in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • Advisory Resource Group held 42,987 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $1.35M as of Q2 2026.
  • Advisory Resource Group bought 14,175 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $446K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up 0.2% of Advisory Resource Group's portfolio in Q2 2026, its #112 holding.
  • Advisory Resource Group first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.