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Ritter Daniher Financial Advisory’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

Ritter Daniher Financial Advisory’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 		$29.9K Buy
982
+15
+2% +$455 ﹤0.01% 329
2026
Q1 		$29K Sell
967
-41
-4% -$1.24K ﹤0.01% 326
2025
Q4 		$30.6K Buy
+1,008
New +$30.5K 0.01% 316

Other funds holding XISE

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Ritter Daniher Financial Advisory's XISE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 1.6% in Q2 2026, buying an estimated $455 and bringing the position to 982 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Ritter Daniher Financial Advisory first reported a position in XISE in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.6K in Q4 2025. 10 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

  • Ritter Daniher Financial Advisory held 982 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $29.9K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 15 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $455.
  • FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #329 holding.
  • Ritter Daniher Financial Advisory first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $30.6K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.