Money Concepts Capital’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Money Concepts Capital’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	$207K	Buy	+6,570	New	+$207K	0.01%	609

Other funds holding XIMR

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ARG

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Money Concepts Capital's XIMR Position: Q2 2026 in Review

Money Concepts Capital opened a new position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q2 2026: 6,570 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings.

24 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

Money Concepts Capital held 6,570 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $207K as of Q2 2026.
FT Vest US Equity Buffer & Premium Income ETF March was a new Money Concepts Capital position in Q2 2026.
FT Vest US Equity Buffer & Premium Income ETF March made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #609 holding.
24 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.