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QTR Family Wealth’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

QTR Family Wealth’s Portfolio XIDE Stock Details XIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$315K Hold
10,378
– – 0.11% 207
2026
Q1 		$313K Hold
10,378
– – 0.13% 186
2025
Q4 		$313K Hold
10,378
– – 0.14% 172
2025
Q3 		$315K Hold
10,378
– – 0.15% 152
2025
Q2 		$315K Buy
10,378
+2,078
+25% +$61.8K 0.2% 114
2025
Q1 		$248K Buy
+8,300
New +$250K 0.19% 135

Other funds holding XIDE

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

QTR Family Wealth's XIDE Position: Q2 2026 in Review

QTR Family Wealth held its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) position steady in Q2 2026 at 10,378 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #207.

QTR Family Wealth first reported a position in XIDE in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold XIDE as of Q2 2026.

  • QTR Family Wealth held 10,378 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $315K as of Q2 2026.
  • QTR Family Wealth left its FT Vest US Equity Buffer & Premium Income ETF December share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer & Premium Income ETF December made up 0.11% of QTR Family Wealth's portfolio in Q2 2026, its #207 holding.
  • QTR Family Wealth first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q1 2025 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.