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

Summit Financial’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
Q2 		$251K Buy
+8,250
New +$250K ﹤0.01% 1410

Other funds holding XISE

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Summit Financial's XISE Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q2 2026: 8,250 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1410 among its holdings.

41 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

  • Summit Financial held 8,250 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $251K as of Q2 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September was a new Summit Financial position in Q2 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1410 holding.
  • 41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.