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Castleview Partners’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Castleview Partners’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 		$728K Sell
23,117
-4,245
-16% -$133K 0.32% 74
2026
Q1 		$846K Buy
27,362
+2,171
+9% +$67.3K 0.43% 51
2025
Q4 		$786K Buy
25,191
+1,612
+7% +$50.1K 0.39% 58
2025
Q3 		$736K Sell
23,579
-584
-2% -$18.2K 0.4% 53
2025
Q2 		$754K Buy
24,163
+165
+0.7% +$5.07K 0.48% 43
2025
Q1 		$738K Sell
23,998
-1,504
-6% -$46.6K 0.5% 53
2024
Q4 		$790K Buy
25,502
+470
+2% +$14.6K 0.43% 57
2024
Q3 		$781K Buy
25,032
+148
+0.6% +$4.6K 0.45% 49
2024
Q2 		$777K Buy
+24,884
New +$771K 0.44% 51

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

Castleview Partners's XIMR Position: Q2 2026 in Review

Castleview Partners reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 16% in Q2 2026, selling an estimated $133K and leaving 23,117 shares worth $728K. The position accounts for 0.32% of the portfolio, ranked #74.

Castleview Partners first reported a position in XIMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $846K in Q1 2026. 18 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • Castleview Partners held 23,117 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $728K as of Q2 2026.
  • Castleview Partners sold 4,245 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $133K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up 0.32% of Castleview Partners's portfolio in Q2 2026, its #74 holding.
  • Castleview Partners first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2024 and has held it in 9 quarters since.
  • Castleview Partners's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $846K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.