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
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 $94B AUM 20.14% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stephens Inc's XIMR Position: Q1 2026 in Review

Stephens Inc increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 11% in Q1 2026, buying an estimated $310K and bringing the position to 102,639 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #381.

Stephens Inc first reported a position in XIMR in Q3 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold XIMR as of Q1 2026.

  • Stephens Inc held 102,639 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $3.17M as of Q1 2026.
  • Stephens Inc bought 10,001 FT Vest US Equity Buffer & Premium Income ETF March shares in Q1 2026, an estimated $310K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up 0.04% of Stephens Inc's portfolio in Q1 2026, its #381 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 3 quarters since.
  • 23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.