Capital Investment Advisory Services’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

Capital Investment Advisory Services’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	$61K	Hold	2,000	–	–	﹤0.01%	906
2026 Q1	$59.9K	Hold	2,000	–	–	﹤0.01%	829
2025 Q4	$60.8K	Hold	2,000	–	–	﹤0.01%	791
2025 Q3	$60.4K	Buy	+2,000	New	+$60.6K	﹤0.01%	750

Other funds holding XISE

ARG

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

PCM

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

AWM

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Capital Investment Advisory Services held its FT Vest US Equity Buffer & Premium Income ETF September (XISE) position steady in Q2 2026 at 2,000 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Capital Investment Advisory Services first reported a position in XISE in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

Capital Investment Advisory Services held 2,000 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $61K as of Q2 2026.
Capital Investment Advisory Services 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 Capital Investment Advisory Services's portfolio in Q2 2026, its #906 holding.
Capital Investment Advisory Services 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.
13 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

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