Accel Wealth Management
Position in XISE — FT Vest U.S. Equity Buffer & Premium Income ETF - September
CIK 1838226
WAVERLY, IA
All Filings in XISE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XISE | $643,464 | 21,471 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 XISE | $704,976 | 23,190 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 XISE | $845,002 | 27,958 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 XISE | $898,651 | 29,524 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 XISE | $903,333 | 30,060 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 XISE | $938,835 | 31,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 XISE | $818,264 | 27,059 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 XISE | $1,033,999 | 33,824 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 XISE | $1,027,534 | 33,492 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 XISE | $961,449 | 31,287 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||