CPRC
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Consolidated Portfolio Review Corp’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

Consolidated Portfolio Review Corp’s Portfolio XIDE Stock Details XIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,247
Closed -$494K – 435
2025
Q3 		$494K Buy
16,247
+1,848
+13% +$56K 0.06% 272
2025
Q2 		$437K Buy
+14,399
New +$428K 0.06% 279

Other funds holding XIDE

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Consolidated Portfolio Review Corp's XIDE Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of FT Vest US Equity Buffer & Premium Income ETF December (XIDE) in Q4 2025, closing a stake of 16,247 shares — an estimated $494K sold.

Consolidated Portfolio Review Corp first reported a position in XIDE in Q2 2025 and held it in 2 quarters. The position peaked at $494K in Q3 2025. 25 funds tracked by Wall St. Rank hold XIDE as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining FT Vest US Equity Buffer & Premium Income ETF December position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 16,247 FT Vest US Equity Buffer & Premium Income ETF December shares in Q4 2025, an estimated $494K.
  • Consolidated Portfolio Review Corp first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's FT Vest US Equity Buffer & Premium Income ETF December position peaked at $494K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.