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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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Kestra Advisory Services's XIMR Position: Q2 2026 in Review

Kestra Advisory Services reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 17% in Q2 2026, selling an estimated $131K and leaving 21,061 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Kestra Advisory Services first reported a position in XIMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $805K in Q3 2025. 18 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • Kestra Advisory Services held 21,061 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $663K as of Q2 2026.
  • Kestra Advisory Services sold 4,169 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $131K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2116 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 8 quarters since.
  • Kestra Advisory Services's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $805K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.