DHJJ Financial Advisors’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

DHJJ Financial Advisors’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	$300	Hold	10	–	–	﹤0.01%	955
2025 Q4	$304	Hold	10	–	–	﹤0.01%	913
2025 Q3	$303	Hold	10	–	–	﹤0.01%	882
2025 Q2	$305	Hold	10	–	–	﹤0.01%	857
2025 Q1	$301	Hold	10	–	–	﹤0.01%	807
2024 Q4	$303	Hold	10	–	–	﹤0.01%	773
2024 Q3	$303	Hold	10	–	–	﹤0.01%	757
2024 Q2	$306	Hold	10	–	–	﹤0.01%	702
2024 Q1	$307	Hold	10	–	–	﹤0.01%	691
2023 Q4	$308	Buy	+10	New	+$303	﹤0.01%	676

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

DHJJ Financial Advisors's XISE Position: Q1 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Buffer & Premium Income ETF September (XISE) position steady in Q1 2026 at 10 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #955.

DHJJ Financial Advisors first reported a position in XISE in Q4 2023 and has held it in 10 quarters since. The position peaked at $308 in Q4 2023. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

DHJJ Financial Advisors held 10 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $300 as of Q1 2026.
DHJJ Financial Advisors left its FT Vest US Equity Buffer & Premium Income ETF September share count unchanged in Q1 2026.
FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #955 holding.
DHJJ Financial Advisors 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.
DHJJ Financial Advisors's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $308 in Q4 2023.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.