LMKC
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L.M. Kohn & Company’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$269K Sell
8,625
-1,200
-12% -$37.4K 0.32% 90
2025
Q2 		$307K Buy
+9,825
New +$302K 0.08% 200

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

L.M. Kohn & Company's XIMR Position: Q3 2025 in Review

L.M. Kohn & Company reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 12% in Q3 2025, selling an estimated $37.4K and leaving 8,625 shares worth $269K. The position accounts for 0.32% of the portfolio, ranked #90.

L.M. Kohn & Company first reported a position in XIMR in Q2 2025 and has held it in 2 quarters since. The position peaked at $307K in Q2 2025. 26 funds tracked by Wall St. Rank hold XIMR as of Q3 2025.

  • L.M. Kohn & Company held 8,625 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $269K as of Q3 2025.
  • L.M. Kohn & Company sold 1,200 FT Vest US Equity Buffer & Premium Income ETF March shares in Q3 2025, an estimated $37.4K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up 0.32% of L.M. Kohn & Company's portfolio in Q3 2025, its #90 holding.
  • L.M. Kohn & Company first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2025 and has held it in 2 quarters since.
  • L.M. Kohn & Company's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $307K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.