SPL
XMAR icon

Superior Planning, LLC’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Superior Planning, LLC’s Portfolio XMAR Stock Details XMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$232K Buy
+5,320
New +$230K 0.1% 149

Other funds holding XMAR

PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Superior Planning, LLC's XMAR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2026: 5,320 shares worth $232K. The stake represents 0.1% of the portfolio and ranks #149 among its holdings.

49 funds tracked by Wall St. Rank hold XMAR as of Q3 2026.

  • Superior Planning, LLC held 5,320 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $232K as of Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March was a new Superior Planning, LLC position in Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.1% of Superior Planning, LLC's portfolio in Q3 2026, its #149 holding.
  • 49 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.