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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
Q2 		$336K Sell
11,019
-1,000
-8% -$30.4K 0.12% 195
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

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

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

QTR Family Wealth reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 8.3% in Q2 2026, selling an estimated $30.4K and leaving 11,019 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #195.

QTR Family Wealth first reported a position in XISE in Q1 2025 and has held it in 6 quarters since. The position peaked at $458K in Q1 2025. 41 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

  • QTR Family Wealth held 11,019 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $336K as of Q2 2026.
  • QTR Family Wealth sold 1,000 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $30.4K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.12% of QTR Family Wealth's portfolio in Q2 2026, its #195 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 6 quarters since.
  • QTR Family Wealth's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $458K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

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