TIA
XISE icon

TCFG Investment Advisors’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

TCFG Investment Advisors’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 		$246K Hold
8,077
– – 0.08% 247
2026
Q1 		$242K Buy
+8,077
New +$244K 0.09% 230

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

TCFG Investment Advisors's XISE Position: Q2 2026 in Review

TCFG Investment Advisors held its FT Vest US Equity Buffer & Premium Income ETF September (XISE) position steady in Q2 2026 at 8,077 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #247.

TCFG Investment Advisors first reported a position in XISE in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

  • TCFG Investment Advisors held 8,077 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $246K as of Q2 2026.
  • TCFG Investment Advisors left its FT Vest US Equity Buffer & Premium Income ETF September share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.08% of TCFG Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • TCFG Investment Advisors first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.