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

FSB Premier Wealth 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
Q1 		– Sell
-6,435
Closed -$201K – 256
2025
Q4 		$201K Sell
6,435
-3,320
-34% -$103K 0.06% 234
2025
Q3 		$305K Hold
9,755
– – 0.1% 179
2025
Q2 		$304K Sell
9,755
-525
-5% -$16.1K 0.11% 172
2025
Q1 		$316K Sell
10,280
-4,443
-30% -$138K 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% -$57.9K 0.19% 120
2024
Q2 		$529K Buy
+16,949
New +$525K 0.24% 100

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

FSB Premier Wealth Management's XIMR Position: Q1 2026 in Review

FSB Premier Wealth Management sold out of FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q1 2026, closing a stake of 6,435 shares — an estimated $201K sold.

FSB Premier Wealth Management first reported a position in XIMR in Q2 2024 and held it in 7 quarters. The position peaked at $529K in Q2 2024. 23 funds tracked by Wall St. Rank hold XIMR as of Q1 2026.

  • FSB Premier Wealth Management reported no remaining FT Vest US Equity Buffer & Premium Income ETF March position as of Q1 2026 after selling out during the quarter.
  • FSB Premier Wealth Management sold 6,435 FT Vest US Equity Buffer & Premium Income ETF March shares in Q1 2026, an estimated $201K.
  • FSB Premier Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2024 and held it in 7 quarters.
  • FSB Premier Wealth Management's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $529K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.