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

World Equity 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	–	Sell	-6,856	Closed	-$208K	–	394
2025 Q4	$208K	Sell	6,856 -354	-5%	-$10.7K	0.06%	317
2025 Q3	$218K	Sell	7,210 -135	-2%	-$4.09K	0.05%	321
2025 Q2	$224K	Sell	7,345 -1,484	-17%	-$44.4K	0.06%	292
2025 Q1	$265K	Sell	8,829 -730	-8%	-$22.1K	0.08%	247
2024 Q4	$289K	Sell	9,559 -4,777	-33%	-$145K	0.06%	274
2024 Q3	$434K	Sell	14,336 -425	-3%	-$12.9K	0.16%	140
2024 Q2	$451K	Sell	14,761 -1,985	-12%	-$60.5K	0.13%	168
2024 Q1	$514K	Sell	16,746 -67,303	-80%	-$2.06M	0.11%	181
2023 Q4	$2.58M	Buy	+84,049	New	+$2.55M	0.52%	46

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 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

World Equity Group's XISE Position: Q1 2026 in Review

World Equity Group sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q1 2026, closing a stake of 6,856 shares — an estimated $208K sold.

World Equity Group first reported a position in XISE in Q4 2023 and held it in 9 quarters. The position peaked at $2.58M in Q4 2023. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

World Equity Group reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q1 2026 after selling out during the quarter.
World Equity Group sold 6,856 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $208K.
World Equity Group first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and held it in 9 quarters.
World Equity Group's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $2.58M in Q4 2023.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

Based on World Equity Group's 13F filing for Q1 2026, filed 6 May 2026.