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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
Q2 		$1.05M Sell
34,576
-111,715
-76% -$3.39M 0.06% 201
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 $8.93B AUM 25.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

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

Triad Wealth Partners reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 76% in Q2 2026, selling an estimated $3.39M and leaving 34,576 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #201.

Triad Wealth Partners first reported a position in XISE in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.2M in Q3 2025. 41 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

  • Triad Wealth Partners held 34,576 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $1.05M as of Q2 2026.
  • Triad Wealth Partners sold 111,715 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $3.39M.
  • FT Vest US Equity Buffer & Premium Income ETF September made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #201 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 4 quarters since.
  • Triad Wealth Partners's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $21.2M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

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