Silver Oak Securities’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Silver Oak Securities’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 Q3	$266K	Buy	+8,565	New	+$269K	0.02%	692

Other funds holding XIMR

ARG

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

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Silver Oak Securities's XIMR Position: Q3 2026 in Review

Silver Oak Securities opened a new position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q3 2026: 8,565 shares worth $266K. The stake represents 0.02% of the portfolio and ranks #692 among its holdings.

17 funds tracked by Wall St. Rank hold XIMR as of Q3 2026.

Silver Oak Securities held 8,565 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $266K as of Q3 2026.
FT Vest US Equity Buffer & Premium Income ETF March was a new Silver Oak Securities position in Q3 2026.
FT Vest US Equity Buffer & Premium Income ETF March made up 0.02% of Silver Oak Securities's portfolio in Q3 2026, its #692 holding.
17 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.