UBS Group’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

UBS Group’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	$1.25K	Sell	41 -551	-93%	-$16.7K	﹤0.01%	9600
2026 Q1	$17.7K	Buy	+592	New	+$17.9K	﹤0.01%	8018
2025 Q4	–	Sell	-18,774	Closed	-$567K	–	11250
2025 Q3	$567K	Sell	18,774 -3,063	-14%	-$92.9K	﹤0.01%	5999
2025 Q2	$665K	Buy	21,837 +10,974	+101%	+$328K	﹤0.01%	5776
2025 Q1	$326K	Buy	+10,863	New	+$328K	﹤0.01%	6181
2024 Q4	–	Sell	-271	Closed	-$8.2K	–	10478
2024 Q3	$8.2K	Buy	271 +232	+595%	+$7.04K	﹤0.01%	7850
2024 Q2	$1.19K	Buy	+39	New	+$1.19K	﹤0.01%	8635

Other funds holding XISE

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 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

UBS Group's XISE Position: Q2 2026 in Review

UBS Group reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 93% in Q2 2026, selling an estimated $16.7K and leaving 41 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #9600.

UBS Group first reported a position in XISE in Q2 2024 and has held it in 7 quarters since. The position peaked at $665K in Q2 2025. 41 funds tracked by Wall St. Rank hold XISE as of Q2 2026.

UBS Group held 41 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $1.25K as of Q2 2026.
UBS Group sold 551 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2026, an estimated $16.7K.
FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9600 holding.
UBS Group first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q2 2024 and has held it in 7 quarters since.
UBS Group's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $665K in Q2 2025.
41 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.