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 Q3	$850K	Buy	27,030 +3,913	+17%	+$123K	0.37%	59
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

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Castleview Partners's XIMR Position: Q3 2026 in Review

Castleview Partners increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 17% in Q3 2026, buying an estimated $123K and bringing the position to 27,030 shares worth $850K. The position accounts for 0.37% of the portfolio, ranked #59.

Castleview Partners first reported a position in XIMR in Q2 2024 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold XIMR as of Q3 2026.

Castleview Partners held 27,030 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $850K as of Q3 2026.
Castleview Partners bought 3,913 FT Vest US Equity Buffer & Premium Income ETF March shares in Q3 2026, an estimated $123K.
FT Vest US Equity Buffer & Premium Income ETF March made up 0.37% of Castleview Partners's portfolio in Q3 2026, its #59 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 10 quarters since.
17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.