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

Kingsview 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
2026 Q1	$353K	Buy	11,795 +5	+0%	+$151	﹤0.01%	1013
2025 Q4	$358K	Buy	11,790 +2	+0%	+$60	0.01%	965
2025 Q3	$356K	Sell	11,788 -394	-3%	-$11.9K	0.01%	905
2025 Q2	$371K	Hold	12,182	–	–	0.01%	875
2025 Q1	$366K	Sell	12,182 -8,879	-42%	-$268K	0.01%	822
2024 Q4	$638K	Buy	21,061 +978	+5%	+$29.6K	0.01%	668
2024 Q3	$607K	Buy	20,083 +10,904	+119%	+$331K	0.01%	652
2024 Q2	$281K	Hold	9,179	–	–	0.01%	863
2024 Q1	$282K	Buy	9,179 +2,435	+36%	+$74.5K	0.01%	842
2023 Q4	$207K	Buy	+6,744	New	+$204K	0.01%	891

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Kingsview Wealth Management's XISE Position: Q1 2026 in Review

Kingsview Wealth Management increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 0.04% in Q1 2026, buying an estimated $151 and bringing the position to 11,795 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Kingsview Wealth Management first reported a position in XISE in Q4 2023 and has held it in 10 quarters since. The position peaked at $638K in Q4 2024. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

Kingsview Wealth Management held 11,795 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $353K as of Q1 2026.
Kingsview Wealth Management bought 5 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $151.
FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1013 holding.
Kingsview Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and has held it in 10 quarters since.
Kingsview Wealth Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $638K in Q4 2024.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.