FSB Premier Wealth Management’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
9,755
-525
-5% -$16.4K 0.11% 172
2025
Q1
$316K Sell
10,280
-4,443
-30% -$137K 0.12% 162
2024
Q4
$459K Sell
14,723
-361
-2% -$11.2K 0.18% 129
2024
Q3
$471K Sell
15,084
-1,865
-11% -$58.2K 0.19% 120
2024
Q2
$529K Buy
+16,949
New +$529K 0.24% 100