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

Osaic Holdings’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 Q1	–	Sell	-2,109	Closed	-$65.8K	–	8094
2025 Q4	$65.8K	Sell	2,109 -2,269	-52%	-$70.5K	﹤0.01%	5046
2025 Q3	$137K	Buy	4,378 +2,065	+89%	+$64.3K	﹤0.01%	4526
2025 Q2	$72.2K	Buy	+2,313	New	+$71K	﹤0.01%	4771
2025 Q1	–	Sell	-794	Closed	-$24.7K	–	7756
2024 Q4	$24.7K	Hold	794	–	–	﹤0.01%	5191
2024 Q3	$24.8K	Sell	794 -7,065	-90%	-$219K	﹤0.01%	5242
2024 Q2	$245K	Buy	+7,859	New	+$243K	﹤0.01%	3376

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

ARG

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

KAS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

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

Osaic Holdings's XIMR Position: Q1 2026 in Review

Osaic Holdings sold out of FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q1 2026, closing a stake of 2,109 shares — an estimated $65.8K sold.

Osaic Holdings first reported a position in XIMR in Q2 2024 and held it in 6 quarters. The position peaked at $245K in Q2 2024. 23 funds tracked by Wall St. Rank hold XIMR as of Q1 2026.

Osaic Holdings reported no remaining FT Vest US Equity Buffer & Premium Income ETF March position as of Q1 2026 after selling out during the quarter.
Osaic Holdings sold 2,109 FT Vest US Equity Buffer & Premium Income ETF March shares in Q1 2026, an estimated $65.8K.
Osaic Holdings first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2024 and held it in 6 quarters.
Osaic Holdings's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $245K in Q2 2024.
23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.