Envestnet Asset Management
XIMR icon

Envestnet Asset Management’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Envestnet Asset Management’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
2026
Q2 		$429K Buy
13,614
+1,356
+11% +$42.6K ﹤0.01% 4189
2026
Q1 		$379K Buy
12,258
+1,910
+18% +$59.2K ﹤0.01% 4131
2025
Q4 		$323K Buy
10,348
+363
+4% +$11.3K ﹤0.01% 3986
2025
Q3 		$312K Sell
9,985
-5,700
-36% -$178K ﹤0.01% 4054
2025
Q2 		$490K Buy
15,685
+1,061
+7% +$32.6K ﹤0.01% 3702
2025
Q1 		$450K Buy
14,624
+1,239
+9% +$38.4K ﹤0.01% 3694
2024
Q4 		$417K Buy
13,385
+6,522
+95% +$203K ﹤0.01% 3682
2024
Q3 		$214K Buy
+6,863
New +$213K ﹤0.01% 3988

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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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

Envestnet Asset Management's XIMR Position: Q2 2026 in Review

Envestnet Asset Management increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 11% in Q2 2026, buying an estimated $42.6K and bringing the position to 13,614 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #4189.

Envestnet Asset Management first reported a position in XIMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $490K in Q2 2025. 18 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • Envestnet Asset Management held 13,614 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $429K as of Q2 2026.
  • Envestnet Asset Management bought 1,356 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $42.6K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4189 holding.
  • Envestnet Asset Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q3 2024 and has held it in 8 quarters since.
  • Envestnet Asset Management's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $490K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.