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

TCFG Wealth Management’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 Q1	$242K	Buy	8,077 +72	+0.9%	+$2.17K	0.09%	230
2025 Q4	$243K	Hold	8,005	–	–	0.1%	219
2025 Q3	$242K	Buy	8,005 +659	+9%	+$20K	0.1%	220
2025 Q2	$224K	Buy	7,346 +237	+3%	+$7.09K	0.1%	228
2025 Q1	$214K	Buy	7,109 +117	+2%	+$3.54K	0.11%	216
2024 Q4	$212K	Buy	6,992 +102	+1%	+$3.09K	0.11%	210
2024 Q3	$208K	Buy	+6,890	New	+$209K	0.1%	206

Other funds holding XISE

TWP

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

ARG

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

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

ASN

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

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

KAS

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

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

TCFG Wealth Management's XISE Position: Q1 2026 in Review

TCFG Wealth Management increased its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 0.9% in Q1 2026, buying an estimated $2.17K and bringing the position to 8,077 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #230.

TCFG Wealth Management first reported a position in XISE in Q3 2024 and has held it in 7 quarters since. The position peaked at $243K in Q4 2025. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

TCFG Wealth Management held 8,077 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $242K as of Q1 2026.
TCFG Wealth Management bought 72 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $2.17K.
FT Vest US Equity Buffer & Premium Income ETF September made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #230 holding.
TCFG Wealth Management first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $243K in Q4 2025.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.