Blue Bell Private Wealth Management’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April XAPR Stock Holding History

Blue Bell Private Wealth Management’s Portfolio XAPR Stock Details XAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90.6K	Buy	2,400 +2,200	+1,100%	+$82.1K	0.01%	367
2026 Q1	$7.37K	Hold	200	–	–	﹤0.01%	590
2025 Q4	$7.29K	Hold	200	–	–	﹤0.01%	583
2025 Q3	$7.16K	Hold	200	–	–	﹤0.01%	572
2025 Q2	$7.02K	Buy	+200	New	+$6.78K	﹤0.01%	556

Other funds holding XAPR

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Blue Bell Private Wealth Management's XAPR Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April (XAPR) stake by 1,100% in Q2 2026, buying an estimated $82.1K and bringing the position to 2,400 shares worth $90.6K. The position accounts for 0.01% of the portfolio, ranked #367.

Blue Bell Private Wealth Management first reported a position in XAPR in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold XAPR as of Q2 2026.

Blue Bell Private Wealth Management held 2,400 shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April worth $90.6K as of Q2 2026.
Blue Bell Private Wealth Management bought 2,200 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April shares in Q2 2026, an estimated $82.1K.
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #367 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April in Q2 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.