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Harbour Investments’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

Harbour Investments’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
2026
Q1 		$462K Buy
15,408
+13,513
+713% +$408K 0.01% 1097
2025
Q4 		$57.6K Sell
1,895
-940
-33% -$28.4K ﹤0.01% 1906
2025
Q3 		$85.7K Hold
2,835
– – ﹤0.01% 1641
2025
Q2 		$86.3K Sell
2,835
-226
-7% -$6.76K ﹤0.01% 1569
2025
Q1 		$92K Sell
3,061
-635
-17% -$19.2K ﹤0.01% 1475
2024
Q4 		$112K Sell
3,696
-1,800
-33% -$54.5K ﹤0.01% 1312
2024
Q3 		$166K Hold
5,496
– – 0.01% 1092
2024
Q2 		$168K Sell
5,496
-1,754
-24% -$53.5K 0.01% 1011
2024
Q1 		$222K Buy
7,250
+1,750
+32% +$53.6K 0.01% 878
2023
Q4 		$169K Buy
+5,500
New +$167K 0.01% 925

Other funds holding XISE

TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Harbour Investments's XISE Position: Q1 2026 in Review

Harbour Investments increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 713% in Q1 2026, buying an estimated $408K and bringing the position to 15,408 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #1097.

Harbour Investments first reported a position in XISE in Q4 2023 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • Harbour Investments held 15,408 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $462K as of Q1 2026.
  • Harbour Investments bought 13,513 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $408K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1097 holding.
  • Harbour Investments first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and has held it in 10 quarters since.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.