IAIM
XIMR icon

International Assets Investment Management’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-31,195
Closed -$1K – 2015
2024
Q3 		$1K Buy
31,195
+30,195
+3,020% +$938K ﹤0.01% 1123
2024
Q2 		$31.2K Buy
+1,000
New +$31K ﹤0.01% 1342

Other funds holding XIMR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

International Assets Investment Management's XIMR Position: Q4 2024 in Review

International Assets Investment Management sold out of FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q4 2024, closing a stake of 31,195 shares — an estimated $1K sold.

International Assets Investment Management first reported a position in XIMR in Q2 2024 and held it in 2 quarters. The position peaked at $31.2K in Q2 2024. 13 funds tracked by Wall St. Rank hold XIMR as of Q4 2024.

  • International Assets Investment Management reported no remaining FT Vest US Equity Buffer & Premium Income ETF March position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 31,195 FT Vest US Equity Buffer & Premium Income ETF March shares in Q4 2024, an estimated $1K.
  • International Assets Investment Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $31.2K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.