FIA
XIMR icon

Foundations Investment Advisors’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Foundations Investment Advisors’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
-36,826
Closed -$1.15M – 1202
2025
Q3 		$1.15M Buy
36,826
+5,373
+17% +$167K 0.02% 435
2025
Q2 		$982K Buy
+31,453
New +$966K 0.02% 438

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

Foundations Investment Advisors's XIMR Position: Q4 2025 in Review

Foundations Investment Advisors sold out of FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q4 2025, closing a stake of 36,826 shares — an estimated $1.15M sold.

Foundations Investment Advisors first reported a position in XIMR in Q2 2025 and held it in 2 quarters. The position peaked at $1.15M in Q3 2025. 19 funds tracked by Wall St. Rank hold XIMR as of Q4 2025.

  • Foundations Investment Advisors reported no remaining FT Vest US Equity Buffer & Premium Income ETF March position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 36,826 FT Vest US Equity Buffer & Premium Income ETF March shares in Q4 2025, an estimated $1.15M.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $1.15M 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 Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.