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

Holistic Planning’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 		$207K Buy
+6,919
New +$209K 0.04% 286

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

Holistic Planning's XISE Position: Q1 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q1 2026: 6,919 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #286 among its holdings.

43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • Holistic Planning held 6,919 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $207K as of Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September was a new Holistic Planning position in Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.04% of Holistic Planning's portfolio in Q1 2026, its #286 holding.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.