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

Commonwealth Equity 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 Q3	$251K	Buy	7,981 +145	+2%	+$4.55K	﹤0.01%	3888
2026 Q2	$247K	Buy	7,836 +95	+1%	+$2.99K	﹤0.01%	3951
2026 Q1	$239K	Buy	7,741 +161	+2%	+$4.99K	﹤0.01%	3839
2025 Q4	$236K	Buy	7,580 +119	+2%	+$3.7K	﹤0.01%	3843
2025 Q3	$233K	Sell	7,461 -1,556	-17%	-$48.5K	﹤0.01%	3849
2025 Q2	$281K	Buy	+9,017	New	+$277K	﹤0.01%	3656

Other funds holding XIMR

ARG

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

Castleview Partners Dallas, Texas $228M AUM 13.32% 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's XIMR Position: Q3 2026 in Review

Commonwealth Equity Services increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 1.9% in Q3 2026, buying an estimated $4.55K and bringing the position to 7,981 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #3888.

Commonwealth Equity Services first reported a position in XIMR in Q2 2025 and has held it in 6 quarters since. The position peaked at $281K in Q2 2025. 17 funds tracked by Wall St. Rank hold XIMR as of Q3 2026.

Commonwealth Equity Services held 7,981 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $251K as of Q3 2026.
Commonwealth Equity Services bought 145 FT Vest US Equity Buffer & Premium Income ETF March shares in Q3 2026, an estimated $4.55K.
FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3888 holding.
Commonwealth Equity Services first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $281K in Q2 2025.
17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.