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

Triad Wealth Partners’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 		$4.38M Sell
146,291
-482,527
-77% -$14.6M 0.35% 65
2025
Q4 		$19.1M Sell
628,818
-71,674
-10% -$2.17M 1.82% 10
2025
Q3 		$21.2M Buy
+700,492
New +$21.2M 2.73% 8

Other funds holding XISE

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SI
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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
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
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

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

Triad Wealth Partners reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 77% in Q1 2026, selling an estimated $14.6M and leaving 146,291 shares worth $4.38M. The position accounts for 0.35% of the portfolio, ranked #65.

Triad Wealth Partners first reported a position in XISE in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.2M in Q3 2025. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • Triad Wealth Partners held 146,291 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $4.38M as of Q1 2026.
  • Triad Wealth Partners sold 482,527 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $14.6M.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.35% of Triad Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q3 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $21.2M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

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