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

Morgan Stanley’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
2025
Q4 		– Sell
-197
Closed -$6.15K – 8504
2025
Q3 		$6.15K Hold
197
– – ﹤0.01% 7040
2025
Q2 		$6.15K Buy
+197
New +$6.05K ﹤0.01% 6973
2024
Q4 		– Sell
-218
Closed -$6.8K – 8120
2024
Q3 		$6.8K Buy
+218
New +$6.77K ﹤0.01% 6821

Other funds holding XIMR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Morgan Stanley's XIMR Position: Q4 2025 in Review

Morgan Stanley sold out of FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q4 2025, closing a stake of 197 shares — an estimated $6.15K sold.

Morgan Stanley first reported a position in XIMR in Q3 2024 and held it in 3 quarters. The position peaked at $6.8K in Q3 2024. 19 funds tracked by Wall St. Rank hold XIMR as of Q4 2025.

  • Morgan Stanley reported no remaining FT Vest US Equity Buffer & Premium Income ETF March position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 197 FT Vest US Equity Buffer & Premium Income ETF March shares in Q4 2025, an estimated $6.15K.
  • Morgan Stanley first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q3 2024 and held it in 3 quarters.
  • Morgan Stanley's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $6.8K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.