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

Triad Wealth Partners’s Portfolio XIMR Stock Details XIMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318K Sell
10,275
-7,718
-43% -$239K 0.03% 382
2025
Q4 		$561K Sell
17,993
-16,176
-47% -$503K 0.05% 242
2025
Q3 		$1.07M Buy
+34,169
New +$1.06M 0.14% 113

Other funds holding XIMR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

Triad Wealth Partners reduced its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 43% in Q1 2026, selling an estimated $239K and leaving 10,275 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #382.

Triad Wealth Partners first reported a position in XIMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q3 2025. 23 funds tracked by Wall St. Rank hold XIMR as of Q1 2026.

  • Triad Wealth Partners held 10,275 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $318K as of Q1 2026.
  • Triad Wealth Partners sold 7,718 FT Vest US Equity Buffer & Premium Income ETF March shares in Q1 2026, an estimated $239K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #382 holding.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q3 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's FT Vest US Equity Buffer & Premium Income ETF March position peaked at $1.07M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q1 2026.

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