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Triad Wealth Partners’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

Triad Wealth Partners’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 		$990K Sell
33,350
-16,087
-33% -$483K 0.08% 171
2025
Q4 		$1.49M Sell
49,437
-8,416
-15% -$255K 0.14% 108
2025
Q3 		$1.76M Buy
+57,853
New +$1.75M 0.23% 75

Other funds holding XIDE

SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Triad Wealth Partners's XIDE Position: Q1 2026 in Review

Triad Wealth Partners reduced its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) stake by 33% in Q1 2026, selling an estimated $483K and leaving 33,350 shares worth $990K. The position accounts for 0.08% of the portfolio, ranked #171.

Triad Wealth Partners first reported a position in XIDE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q3 2025. 26 funds tracked by Wall St. Rank hold XIDE as of Q1 2026.

  • Triad Wealth Partners held 33,350 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $990K as of Q1 2026.
  • Triad Wealth Partners sold 16,087 FT Vest US Equity Buffer & Premium Income ETF December shares in Q1 2026, an estimated $483K.
  • FT Vest US Equity Buffer & Premium Income ETF December made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #171 holding.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q3 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's FT Vest US Equity Buffer & Premium Income ETF December position peaked at $1.76M in Q3 2025.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.