CIAS
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Capital Investment Advisory Services’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Capital Investment Advisory Services’s Portfolio XIMR Stock Details XIMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.5K Sell
1,000
-700
-41% -$22K ﹤0.01% 1021
2026
Q1 		$52.5K Hold
1,700
– – ﹤0.01% 856
2025
Q4 		$53K Hold
1,700
– – ﹤0.01% 819
2025
Q3 		$53.1K Hold
1,700
– – ﹤0.01% 763
2025
Q2 		$53.1K Hold
1,700
– – ﹤0.01% 741
2025
Q1 		$52.3K Hold
1,700
– – ﹤0.01% 703
2024
Q4 		$53K Hold
1,700
– – 0.01% 651
2024
Q3 		$53K Hold
1,700
– – 0.01% 669
2024
Q2 		$53.1K Hold
1,700
– – 0.01% 653
2024
Q1 		$52.7K Buy
+1,700
New +$52.6K 0.01% 650

Other funds holding XIMR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Investment Advisory Services's XIMR Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 41% in Q2 2026, selling an estimated $22K and leaving 1,000 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Capital Investment Advisory Services first reported a position in XIMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $53.1K in Q3 2025. 18 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • Capital Investment Advisory Services held 1,000 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $31.5K as of Q2 2026.
  • Capital Investment Advisory Services sold 700 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $22K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1021 holding.
  • Capital Investment Advisory Services first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q1 2024 and has held it in 10 quarters since.
  • Capital Investment Advisory Services's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $53.1K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.