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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
Q2 		$254K Sell
8,373
-24,977
-75% -$755K 0.01% 481
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 $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

Triad Wealth Partners's XIDE Position: Q2 2026 in Review

Triad Wealth Partners reduced its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) stake by 75% in Q2 2026, selling an estimated $755K and leaving 8,373 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #481.

Triad Wealth Partners first reported a position in XIDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.76M in Q3 2025. 29 funds tracked by Wall St. Rank hold XIDE as of Q2 2026.

  • Triad Wealth Partners held 8,373 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $254K as of Q2 2026.
  • Triad Wealth Partners sold 24,977 FT Vest US Equity Buffer & Premium Income ETF December shares in Q2 2026, an estimated $755K.
  • FT Vest US Equity Buffer & Premium Income ETF December made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #481 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 4 quarters since.
  • Triad Wealth Partners's FT Vest US Equity Buffer & Premium Income ETF December position peaked at $1.76M in Q3 2025.
  • 29 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.