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

Blue Bell Private 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
2026 Q1	$90	Hold	3	–	–	﹤0.01%	716
2025 Q4	$91	Hold	3	–	–	﹤0.01%	719
2025 Q3	$91	Buy	+3	New	+$91	﹤0.01%	724

Other funds holding XISE

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

OMC

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

Blue Bell Private Wealth Management held its FT Vest US Equity Buffer & Premium Income ETF September (XISE) position steady in Q1 2026 at 3 shares worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Blue Bell Private Wealth Management first reported a position in XISE in Q3 2025 and has held it in 3 quarters since. The position peaked at $91 in Q4 2025. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

Blue Bell Private Wealth Management held 3 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $90 as of Q1 2026.
Blue Bell Private Wealth Management left its FT Vest US Equity Buffer & Premium Income ETF September share count unchanged in Q1 2026.
FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #716 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q3 2025 and has held it in 3 quarters since.
Blue Bell Private Wealth Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $91 in Q4 2025.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

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