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 Q2	$58K	Buy	+1,844	New	+$58K	﹤0.01%	5367
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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

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

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

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

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

Osaic Holdings's XIMR Position: Q2 2026 in Review

Osaic Holdings opened a new position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q2 2026: 1,844 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #5367 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in XIMR as recently as Q4 2025.

Osaic Holdings first reported a position in XIMR in Q2 2024 and has held it in 7 quarters since. The position peaked at $245K in Q2 2024. 24 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

Osaic Holdings held 1,844 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $58K as of Q2 2026.
FT Vest US Equity Buffer & Premium Income ETF March was a new Osaic Holdings position in Q2 2026.
FT Vest US Equity Buffer & Premium Income ETF March made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5367 holding.
Osaic Holdings first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q2 2024 and has held it in 7 quarters since.
Osaic Holdings's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $245K in Q2 2024.
24 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.