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 Q2	$91	Hold	3	–	–	﹤0.01%	708
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

ARG

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

ASN

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

KAS

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

OMC

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

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

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

Blue Bell Private Wealth Management held its FT Vest US Equity Buffer & Premium Income ETF September (XISE) position steady in Q2 2026 at 3 shares worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Blue Bell Private Wealth Management first reported a position in XISE in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

Blue Bell Private Wealth Management held 3 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $91 as of Q2 2026.
Blue Bell Private Wealth Management left its FT Vest US Equity Buffer & Premium Income ETF September share count unchanged in Q2 2026.
FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #708 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 4 quarters since.
41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

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