Focus Financial Network’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Focus Financial Network’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 Q3	$320K	Sell	10,178 -54	-0.5%	-$1.7K	0.01%	608
2026 Q2	$322K	Buy	10,232 +39	+0.4%	+$1.23K	0.01%	597
2026 Q1	$315K	Sell	10,193 -480	-4%	-$14.9K	0.01%	587
2025 Q4	$333K	Sell	10,673 -9,284	-47%	-$289K	0.01%	560
2025 Q3	$623K	Buy	19,957 +448	+2%	+$14K	0.02%	401
2025 Q2	$609K	Buy	+19,509	New	+$599K	0.02%	387

Other funds holding XIMR

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Focus Financial Network's XIMR Position: Q3 2026 in Review

Focus Financial Network reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 0.53% in Q3 2026, selling an estimated $1.7K and leaving 10,178 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #608.

Focus Financial Network first reported a position in XIMR in Q2 2025 and has held it in 6 quarters since. The position peaked at $623K in Q3 2025. 17 funds tracked by Wall St. Rank hold XIMR as of Q3 2026.

Focus Financial Network held 10,178 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $320K as of Q3 2026.
Focus Financial Network sold 54 FT Vest US Equity Buffer & Premium Income ETF March shares in Q3 2026, an estimated $1.7K.
FT Vest US Equity Buffer & Premium Income ETF March made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #608 holding.
Focus Financial Network first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2025 and has held it in 6 quarters since.
Focus Financial Network's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $623K in Q3 2025.
17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.