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

Money Concepts Capital’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 		$598K Buy
19,638
+255
+1% +$7.74K 0.03% 393
2026
Q1 		$581K Buy
19,383
+250
+1% +$7.55K 0.03% 361
2025
Q4 		$582K Buy
+19,133
New +$578K 0.03% 329

Other funds holding XISE

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 $8.83B AUM 38.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

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

Money Concepts Capital increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 1.3% in Q2 2026, buying an estimated $7.74K and bringing the position to 19,638 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #393.

Money Concepts Capital first reported a position in XISE in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

  • Money Concepts Capital held 19,638 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $598K as of Q2 2026.
  • Money Concepts Capital bought 255 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $7.74K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #393 holding.
  • Money Concepts Capital first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

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