Global Wealth Strategies & Associates’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

Global Wealth Strategies & Associates’s Portfolio XISE Stock Details XISE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-127	Closed	-$3.82K	–	478
2025 Q1	$3.82K	Buy	+127	New	+$3.84K	﹤0.01%	341

Other funds holding XISE

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Global Wealth Strategies & Associates's XISE Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q2 2025, closing a stake of 127 shares — an estimated $3.82K sold.

Global Wealth Strategies & Associates first reported a position in XISE in Q1 2025 and held it in 1 quarter. The position peaked at $3.82K in Q1 2025. 40 funds tracked by Wall St. Rank hold XISE as of Q2 2025.

Global Wealth Strategies & Associates reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q2 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 127 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2025, an estimated $3.82K.
Global Wealth Strategies & Associates first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q1 2025 and held it in 1 quarter.
Global Wealth Strategies & Associates's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $3.82K in Q1 2025.
40 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.