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

Advisory Resource Group’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	$4.22M	Sell	138,505 -1,319	-0.9%	-$40K	0.63%	47
2026 Q1	$4.19M	Sell	139,824 -1,129	-0.8%	-$34.1K	0.72%	39
2025 Q4	$4.28M	Buy	140,953 +4,893	+4%	+$148K	0.75%	39
2025 Q3	$4.11M	Buy	136,060 +19,697	+17%	+$597K	0.74%	42
2025 Q2	$3.54M	Buy	116,363 +46	+0%	+$1.38K	0.68%	42
2025 Q1	$3.5M	Hold	116,317	–	–	0.71%	44
2024 Q4	$3.52M	Buy	+116,317	New	+$3.52M	0.75%	41

Other funds holding XISE

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Advisory Resource Group reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 0.94% in Q2 2026, selling an estimated $40K and leaving 138,505 shares worth $4.22M. The position accounts for 0.63% of the portfolio, ranked #47.

Advisory Resource Group first reported a position in XISE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.28M in Q4 2025. 10 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

Advisory Resource Group held 138,505 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $4.22M as of Q2 2026.
Advisory Resource Group sold 1,319 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $40K.
FT Vest US Equity Buffer & Premium Income ETF September made up 0.63% of Advisory Resource Group's portfolio in Q2 2026, its #47 holding.
Advisory Resource Group first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2024 and has held it in 7 quarters since.
Advisory Resource Group's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $4.28M in Q4 2025.
10 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

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