SI
XIMR icon

Stephens Inc’s FT Vest US Equity Buffer & Premium Income ETF March XIMR Stock Holding History

Stephens Inc’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
Q2 		$3.1M Sell
98,533
-4,106
-4% -$129K 0.03% 405
2026
Q1 		$3.17M Buy
102,639
+10,001
+11% +$310K 0.04% 381
2025
Q4 		$2.89M Buy
92,638
+13,482
+17% +$419K 0.04% 408
2025
Q3 		$2.47M Buy
+79,156
New +$2.47M 0.03% 444

Other funds holding XIMR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stephens Inc's XIMR Position: Q2 2026 in Review

Stephens Inc reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 4% in Q2 2026, selling an estimated $129K and leaving 98,533 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #405.

Stephens Inc first reported a position in XIMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.17M in Q1 2026. 24 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • Stephens Inc held 98,533 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $3.1M as of Q2 2026.
  • Stephens Inc sold 4,106 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $129K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up 0.03% of Stephens Inc's portfolio in Q2 2026, its #405 holding.
  • Stephens Inc first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q3 2025 and has held it in 4 quarters since.
  • Stephens Inc's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $3.17M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.