OIA
XISE icon

OneDigital Investment Advisors’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-14,010
Closed -$424K – 1530
2024
Q3 		$424K Sell
14,010
-1,746
-11% -$53K ﹤0.01% 1003
2024
Q2 		$482K Hold
15,756
– – 0.01% 917
2024
Q1 		$483K Buy
15,756
+6,583
+72% +$201K 0.01% 751
2023
Q4 		$282K Buy
+9,173
New +$278K ﹤0.01% 933

Other funds holding XISE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

OneDigital Investment Advisors's XISE Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q4 2024, closing a stake of 14,010 shares — an estimated $424K sold.

OneDigital Investment Advisors first reported a position in XISE in Q4 2023 and held it in 4 quarters. The position peaked at $483K in Q1 2024. 33 funds tracked by Wall St. Rank hold XISE as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,010 FT Vest US Equity Buffer & Premium Income ETF September shares in Q4 2024, an estimated $424K.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and held it in 4 quarters.
  • OneDigital Investment Advisors's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $483K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.