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Consolidated Portfolio Review Corp’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-10,504
Closed -$328K – 448
2025
Q3 		$328K Hold
10,504
– – 0.04% 351
2025
Q2 		$328K Buy
+10,504
New +$323K 0.05% 333

Other funds holding XIMR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

Consolidated Portfolio Review Corp sold out of FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q4 2025, closing a stake of 10,504 shares — an estimated $328K sold.

Consolidated Portfolio Review Corp first reported a position in XIMR in Q2 2025 and held it in 2 quarters. The position peaked at $328K in Q3 2025. 19 funds tracked by Wall St. Rank hold XIMR as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining FT Vest US Equity Buffer & Premium Income ETF March position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 10,504 FT Vest US Equity Buffer & Premium Income ETF March shares in Q4 2025, an estimated $328K.
  • Consolidated Portfolio Review Corp first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $328K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q4 2025.

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