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Bison Wealth’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

Bison Wealth’s Portfolio XIDE Stock Details XIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$250K Buy
+8,300
New +$251K 0.06% 253

Other funds holding XIDE

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
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
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Bison Wealth's XIDE Position: Q4 2024 in Review

Bison Wealth opened a new position in FT Vest US Equity Buffer & Premium Income ETF December (XIDE) in Q4 2024: 8,300 shares worth $250K. The stake represents 0.06% of the portfolio and ranks #253 among its holdings.

18 funds tracked by Wall St. Rank hold XIDE as of Q4 2024.

  • Bison Wealth held 8,300 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $250K as of Q4 2024.
  • FT Vest US Equity Buffer & Premium Income ETF December was a new Bison Wealth position in Q4 2024.
  • FT Vest US Equity Buffer & Premium Income ETF December made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #253 holding.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.