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 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

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

ARG

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

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

Commonwealth Equity Services's XISE Position: Q1 2026 in Review

Commonwealth Equity Services reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 38% in Q1 2026, selling an estimated $254K and leaving 13,674 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

Commonwealth Equity Services first reported a position in XISE in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.69M in Q1 2024. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

Commonwealth Equity Services held 13,674 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $410K as of Q1 2026.
Commonwealth Equity Services sold 8,431 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $254K.
FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3391 holding.
Commonwealth Equity Services first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and has held it in 10 quarters since.
Commonwealth Equity Services's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $4.69M in Q1 2024.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.