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

Ameritas Advisory Services’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
2024 Q4	–	Sell	-9,803	Closed	-$296K	–	934
2024 Q3	$296K	Buy	9,803 +46	+0.5%	+$1.4K	0.01%	682
2024 Q2	$298K	Buy	+9,757	New	+$298K	0.01%	728

Other funds holding XISE

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

ARG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KAS

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

ASN

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

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

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

AWM

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

PCM

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

Ameritas Advisory Services's XISE Position: Q4 2024 in Review

Ameritas Advisory Services sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q4 2024, closing a stake of 9,803 shares — an estimated $296K sold.

Ameritas Advisory Services first reported a position in XISE in Q2 2024 and held it in 2 quarters. The position peaked at $298K in Q2 2024. 33 funds tracked by Wall St. Rank hold XISE as of Q4 2024.

Ameritas Advisory Services reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q4 2024 after selling out during the quarter.
Ameritas Advisory Services sold 9,803 FT Vest US Equity Buffer & Premium Income ETF September shares in Q4 2024, an estimated $296K.
Ameritas Advisory Services first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q2 2024 and held it in 2 quarters.
Ameritas Advisory Services's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $298K in Q2 2024.
33 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q4 2024.

Based on Ameritas Advisory Services's 13F filing for Q4 2024, filed 15 Jan 2025.