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

LVZ Inc’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 Q2	$510K	Buy	16,747 +27	+0.2%	+$820	0.05%	109
2026 Q1	$501K	Buy	16,720 +8,368	+100%	+$253K	0.06%	96
2025 Q4	$254K	Buy	8,352 +17	+0.2%	+$514	0.03%	139
2025 Q3	$252K	Buy	8,335 +33	+0.4%	+$1K	0.03%	138
2025 Q2	$253K	Buy	8,302 +25	+0.3%	+$748	0.03%	130
2025 Q1	$249K	Buy	8,277 +24	+0.3%	+$725	0.03%	127
2024 Q4	$250K	Buy	+8,253	New	+$250K	0.03%	127

Other funds holding XISE

ARG

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

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AWM

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFN

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

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FFA

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LVZ Inc's XISE Position: Q2 2026 in Review

LVZ Inc increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 0.16% in Q2 2026, buying an estimated $820 and bringing the position to 16,747 shares worth $510K. The position accounts for 0.05% of the portfolio, ranked #109.

LVZ Inc first reported a position in XISE in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

LVZ Inc held 16,747 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $510K as of Q2 2026.
LVZ Inc bought 27 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $820.
FT Vest US Equity Buffer & Premium Income ETF September made up 0.05% of LVZ Inc's portfolio in Q2 2026, its #109 holding.
LVZ Inc first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

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