Steward Partners Investment Advisory’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

Steward Partners Investment 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
2025 Q1	–	Sell	-1,672	Closed	-$50.6K	–	4164
2024 Q4	$50.6K	Hold	1,672	–	–	﹤0.01%	2328
2024 Q3	$50.6K	Hold	1,672	–	–	﹤0.01%	2228
2024 Q2	$51.1K	Hold	1,672	–	–	﹤0.01%	2094
2024 Q1	$51.3K	Hold	1,672	–	–	﹤0.01%	2102
2023 Q4	$51.4K	Buy	+1,672	New	+$50.7K	﹤0.01%	1979

Other funds holding XISE

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's XISE Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q1 2025, closing a stake of 1,672 shares — an estimated $50.6K sold.

Steward Partners Investment Advisory first reported a position in XISE in Q4 2023 and held it in 5 quarters. The position peaked at $51.4K in Q4 2023. 37 funds tracked by Wall St. Rank hold XISE as of Q1 2025.

Steward Partners Investment Advisory reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,672 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2025, an estimated $50.6K.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and held it in 5 quarters.
Steward Partners Investment Advisory's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $51.4K in Q4 2023.
37 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.