LVZ Inc’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

LVZ Inc’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 Q3	$697K	Buy	22,178 +405	+2%	+$12.7K	0.07%	88
2026 Q2	$685K	Buy	21,773 +5,558	+34%	+$175K	0.07%	90
2026 Q1	$501K	Buy	+16,215	New	+$502K	0.06%	95

Other funds holding XIMR

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LVZ Inc's XIMR Position: Q3 2026 in Review

LVZ Inc increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 1.9% in Q3 2026, buying an estimated $12.7K and bringing the position to 22,178 shares worth $697K. The position accounts for 0.07% of the portfolio, ranked #88.

LVZ Inc first reported a position in XIMR in Q1 2026 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold XIMR as of Q3 2026.

LVZ Inc held 22,178 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $697K as of Q3 2026.
LVZ Inc bought 405 FT Vest US Equity Buffer & Premium Income ETF March shares in Q3 2026, an estimated $12.7K.
FT Vest US Equity Buffer & Premium Income ETF March made up 0.07% of LVZ Inc's portfolio in Q3 2026, its #88 holding.
LVZ Inc first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q1 2026 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.