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 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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LVZ Inc's XIMR Position: Q2 2026 in Review

LVZ Inc increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 34% in Q2 2026, buying an estimated $175K and bringing the position to 21,773 shares worth $685K. The position accounts for 0.07% of the portfolio, ranked #90.

LVZ Inc first reported a position in XIMR in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

LVZ Inc held 21,773 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $685K as of Q2 2026.
LVZ Inc bought 5,558 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $175K.
FT Vest US Equity Buffer & Premium Income ETF March made up 0.07% of LVZ Inc's portfolio in Q2 2026, its #90 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 2 quarters since.
7 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.