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

Bison Wealth’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 		$461K Hold
15,231
– – 0.1% 170
2024
Q3 		$461K Buy
+15,231
New +$462K 0.07% 249

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
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

Bison Wealth's XISE Position: Q4 2024 in Review

Bison Wealth held its FT Vest US Equity Buffer & Premium Income ETF September (XISE) position steady in Q4 2024 at 15,231 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #170.

Bison Wealth first reported a position in XISE in Q3 2024 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold XISE as of Q4 2024.

  • Bison Wealth held 15,231 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $461K as of Q4 2024.
  • Bison Wealth left its FT Vest US Equity Buffer & Premium Income ETF September share count unchanged in Q4 2024.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #170 holding.
  • Bison Wealth first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q3 2024 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q4 2024.

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