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Summit Wealth Group (Colorado)’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio XIDE Stock Details XIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Hold
7,501
– – 0.02% 349
2026
Q1 		$223K Hold
7,501
– – 0.02% 310
2025
Q4 		$226K Buy
+7,501
New +$227K 0.03% 253
2025
Q3 		– Sell
-7,501
Closed -$228K – 639
2025
Q2 		$228K Buy
+7,501
New +$223K 0.06% 218

Other funds holding XIDE

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Summit Wealth Group (Colorado)'s XIDE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) position steady in Q2 2026 at 7,501 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #349.

Summit Wealth Group (Colorado) first reported a position in XIDE in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold XIDE as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,501 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $228K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its FT Vest US Equity Buffer & Premium Income ETF December share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer & Premium Income ETF December made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #349 holding.
  • Summit Wealth Group (Colorado) first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q2 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.