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IMG Wealth Management’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

IMG Wealth Management’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
Q3 		– Sell
-1,835
Closed -$55.9K – 566
2025
Q2 		$55.9K Hold
1,835
– – 0.04% 145
2025
Q1 		$55.1K Hold
1,835
– – 0.05% 140
2024
Q4 		$55.6K Buy
+1,835
New +$55.5K 0.05% 136

Other funds holding XISE

TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IMG Wealth Management's XISE Position: Q3 2025 in Review

IMG Wealth Management sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q3 2025, closing a stake of 1,835 shares — an estimated $55.9K sold.

IMG Wealth Management first reported a position in XISE in Q4 2024 and held it in 3 quarters. The position peaked at $55.9K in Q2 2025. 41 funds tracked by Wall St. Rank hold XISE as of Q3 2025.

  • IMG Wealth Management reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q3 2025 after selling out during the quarter.
  • IMG Wealth Management sold 1,835 FT Vest US Equity Buffer & Premium Income ETF September shares in Q3 2025, an estimated $55.9K.
  • IMG Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2024 and held it in 3 quarters.
  • IMG Wealth Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $55.9K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q3 2025.

Based on IMG Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.