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

QTR Family Wealth’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
2026
Q1 		$364K Hold
12,019
– – 0.15% 157
2025
Q4 		$364K Sell
12,019
-2,000
-14% -$60.5K 0.16% 146
2025
Q3 		$424K Hold
14,019
– – 0.2% 111
2025
Q2 		$427K Sell
14,019
-1,212
-8% -$36.3K 0.26% 88
2025
Q1 		$458K Buy
+15,231
New +$460K 0.35% 76

Other funds holding XISE

TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

QTR Family Wealth's XISE Position: Q1 2026 in Review

QTR Family Wealth held its FT Vest US Equity Buffer & Premium Income ETF September (XISE) position steady in Q1 2026 at 12,019 shares worth $364K. The position accounts for 0.15% of the portfolio, ranked #157.

QTR Family Wealth first reported a position in XISE in Q1 2025 and has held it in 5 quarters since. The position peaked at $458K in Q1 2025. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • QTR Family Wealth held 12,019 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $364K as of Q1 2026.
  • QTR Family Wealth left its FT Vest US Equity Buffer & Premium Income ETF September share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.15% of QTR Family Wealth's portfolio in Q1 2026, its #157 holding.
  • QTR Family Wealth first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $458K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.