UBS Group
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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
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

TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
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

UBS Group's XISE Position: Q1 2026 in Review

UBS Group opened a new position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q1 2026: 592 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #8018 among its holdings. This is a return to the name: UBS Group previously reported a position in XISE as recently as Q3 2025.

UBS Group first reported a position in XISE in Q2 2024 and has held it in 6 quarters since. The position peaked at $665K in Q2 2025. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • UBS Group held 592 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $17.7K as of Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September was a new UBS Group position in Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8018 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 6 quarters since.
  • UBS Group's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $665K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.