LPL Financial
XISE icon

LPL Financial’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

LPL Financial’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 		$257K Hold
8,571
– – ﹤0.01% 5311
2025
Q4 		$261K Hold
8,571
– – ﹤0.01% 5256
2025
Q3 		$259K Hold
8,571
– – ﹤0.01% 5166
2025
Q2 		$261K Buy
8,571
+577
+7% +$17.3K ﹤0.01% 4876
2025
Q1 		$240K Buy
+7,994
New +$242K ﹤0.01% 4732

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

LPL Financial's XISE Position: Q1 2026 in Review

LPL Financial held its FT Vest US Equity Buffer & Premium Income ETF September (XISE) position steady in Q1 2026 at 8,571 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #5311.

LPL Financial first reported a position in XISE in Q1 2025 and has held it in 5 quarters since. The position peaked at $261K in Q2 2025. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • LPL Financial held 8,571 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $257K as of Q1 2026.
  • LPL Financial left its FT Vest US Equity Buffer & Premium Income ETF September share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5311 holding.
  • LPL Financial first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q1 2025 and has held it in 5 quarters since.
  • LPL Financial's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $261K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.