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

Stephens Inc’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
Q1 		$3.15M Buy
105,253
+9,969
+10% +$301K 0.04% 385
2025
Q4 		$2.9M Buy
95,284
+13,650
+17% +$413K 0.04% 407
2025
Q3 		$2.47M Buy
+81,634
New +$2.48M 0.03% 445

Other funds holding XISE

TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Stephens Inc's XISE Position: Q1 2026 in Review

Stephens Inc increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 10% in Q1 2026, buying an estimated $301K and bringing the position to 105,253 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #385.

Stephens Inc first reported a position in XISE in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • Stephens Inc held 105,253 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $3.15M as of Q1 2026.
  • Stephens Inc bought 9,969 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $301K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.04% of Stephens Inc's portfolio in Q1 2026, its #385 holding.
  • Stephens Inc first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

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