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

Axxcess 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
2024
Q1 		– Sell
-24,449
Closed -$751K – 935
2023
Q4 		$751K Buy
+24,449
New +$741K 0.02% 415

Other funds holding XISE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Axxcess Wealth Management's XISE Position: Q1 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q1 2024, closing a stake of 24,449 shares — an estimated $751K sold.

Axxcess Wealth Management first reported a position in XISE in Q4 2023 and held it in 1 quarter. The position peaked at $751K in Q4 2023. 27 funds tracked by Wall St. Rank hold XISE as of Q1 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 24,449 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2024, an estimated $751K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $751K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.