Kingsview Wealth Management’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $371K | Hold |
12,182
| – | – | 0.01% | 875 |
|
2025
Q1 | $366K | Sell |
12,182
-8,879
| -42% | -$267K | 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% | +$330K | 0.01% | 652 |
|
2024
Q2 | $281K | Hold |
9,179
| – | – | 0.01% | 863 |
|
2024
Q1 | $282K | Buy |
9,179
+2,435
| +36% | +$74.7K | 0.01% | 842 |
|
2023
Q4 | $207K | Buy |
+6,744
| New | +$207K | 0.01% | 891 |
|