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 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	–	463
2025 Q2	$228K	Buy	+7,501	New	+$223K	0.06%	218

Other funds holding XIDE

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Cetera Investment Advisers

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

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

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

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