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 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 $6.48B AUM 18.23% 1-Year Est. Return

KAS

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Blue Bell Private Wealth Management's XAPR Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April (XAPR) position steady in Q1 2026 at 200 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Blue Bell Private Wealth Management first reported a position in XAPR in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold XAPR as of Q1 2026.

Blue Bell Private Wealth Management held 200 shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April worth $7.37K as of Q1 2026.
Blue Bell Private Wealth Management left its FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April share count unchanged in Q1 2026.
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #590 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 4 quarters since.
22 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.