Kestra Advisory Services’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Kestra Advisory Services’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
2026 Q3	$729K	Buy	23,181 +2,120	+10%	+$66.6K	﹤0.01%	2178
2026 Q2	$663K	Sell	21,061 -4,169	-17%	-$131K	﹤0.01%	2116
2026 Q1	$780K	Buy	25,230 +488	+2%	+$15.1K	﹤0.01%	1900
2025 Q4	$772K	Sell	24,742 -1,031	-4%	-$32.1K	﹤0.01%	1848
2025 Q3	$805K	Buy	25,773 +4,248	+20%	+$132K	﹤0.01%	1738
2025 Q2	$672K	Buy	21,525 +5,550	+35%	+$170K	﹤0.01%	1763
2025 Q1	$492K	Buy	15,975 +2,527	+19%	+$78.3K	﹤0.01%	1822
2024 Q4	$419K	Sell	13,448 -1,930	-13%	-$60K	﹤0.01%	1995
2024 Q3	$480K	Buy	+15,378	New	+$478K	﹤0.01%	1791

Other funds holding XIMR

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services's XIMR Position: Q3 2026 in Review

Kestra Advisory Services increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 10% in Q3 2026, buying an estimated $66.6K and bringing the position to 23,181 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Kestra Advisory Services first reported a position in XIMR in Q3 2024 and has held it in 9 quarters since. The position peaked at $805K in Q3 2025. 17 funds tracked by Wall St. Rank hold XIMR as of Q3 2026.

Kestra Advisory Services held 23,181 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $729K as of Q3 2026.
Kestra Advisory Services bought 2,120 FT Vest US Equity Buffer & Premium Income ETF March shares in Q3 2026, an estimated $66.6K.
FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2178 holding.
Kestra Advisory Services first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q3 2024 and has held it in 9 quarters since.
Kestra Advisory Services's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $805K in Q3 2025.
17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.