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

AE 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 Q1	$7.1K	Sell	237 -668	-74%	-$20.2K	﹤0.01%	2324
2025 Q4	$27.5K	Sell	905 -9	-1%	-$272	﹤0.01%	1964
2025 Q3	$27.6K	Buy	914 +13	+1%	+$394	﹤0.01%	1834
2025 Q2	$27.4K	Sell	901 -33	-4%	-$988	﹤0.01%	1704
2025 Q1	$28.1K	Sell	934 -1,873	-67%	-$56.6K	﹤0.01%	1668
2024 Q4	$85K	Buy	+2,807	New	+$84.9K	﹤0.01%	1467

Other funds holding XISE

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

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

AE Wealth Management's XISE Position: Q1 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 74% in Q1 2026, selling an estimated $20.2K and leaving 237 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

AE Wealth Management first reported a position in XISE in Q4 2024 and has held it in 6 quarters since. The position peaked at $85K in Q4 2024. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

AE Wealth Management held 237 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $7.1K as of Q1 2026.
AE Wealth Management sold 668 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $20.2K.
FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2324 holding.
AE Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $85K in Q4 2024.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.