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

Commonwealth Equity 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	–	Sell	-13,674	Closed	-$410K	–	4575
2026 Q1	$410K	Sell	13,674 -8,431	-38%	-$254K	﹤0.01%	3391
2025 Q4	$672K	Sell	22,105 -23,948	-52%	-$724K	﹤0.01%	2920
2025 Q3	$1.39M	Sell	46,053 -4,328	-9%	-$131K	﹤0.01%	2319
2025 Q2	$1.53M	Sell	50,381 -16,341	-24%	-$489K	﹤0.01%	2215
2025 Q1	$2M	Sell	66,722 -36,668	-35%	-$1.11M	﹤0.01%	1909
2024 Q4	$3.13M	Buy	103,390 +2,541	+3%	+$76.9K	﹤0.01%	1550
2024 Q3	$3.05M	Buy	100,849 +14,758	+17%	+$448K	﹤0.01%	1560
2024 Q2	$2.63M	Sell	86,091 -66,759	-44%	-$2.04M	﹤0.01%	1606
2024 Q1	$4.69M	Buy	152,850 +41,788	+38%	+$1.28M	0.01%	1213
2023 Q4	$3.41M	Buy	+111,062	New	+$3.37M	0.01%	1337

Other funds holding XISE

ARG

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TWP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PCM

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

Commonwealth Equity Services's XISE Position: Q2 2026 in Review

Commonwealth Equity Services sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q2 2026, closing a stake of 13,674 shares — an estimated $410K sold.

Commonwealth Equity Services first reported a position in XISE in Q4 2023 and held it in 10 quarters. The position peaked at $4.69M in Q1 2024. 41 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

Commonwealth Equity Services reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q2 2026 after selling out during the quarter.
Commonwealth Equity Services sold 13,674 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $410K.
Commonwealth Equity Services first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and held it in 10 quarters.
Commonwealth Equity Services's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $4.69M in Q1 2024.
41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.