AE Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

AE Wealth Management’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 Q2	$12.3K	Hold	288	–	–	﹤0.01%	2346
2026 Q1	$11.7K	Sell	288 -4	-1%	-$161	﹤0.01%	2247
2025 Q4	$11.7K	Hold	292	–	–	﹤0.01%	2118
2025 Q3	$11.5K	Hold	292	–	–	﹤0.01%	1984
2025 Q2	$11.2K	Sell	292 -3	-1%	-$111	﹤0.01%	1857
2025 Q1	$10.8K	Hold	295	–	–	﹤0.01%	1846
2024 Q4	$10.7K	Buy	+295	New	+$10.6K	﹤0.01%	1832
2024 Q1	–	Sell	-16,060	Closed	-$530K	–	2025
2023 Q4	$530K	Sell	16,060 -19,933	-55%	-$642K	﹤0.01%	1402
2023 Q3	$1.14M	Buy	35,993 +1,544	+4%	+$48.9K	0.01%	1048
2023 Q2	$1.08M	Buy	34,449 +4,301	+14%	+$132K	0.01%	1059
2023 Q1	$914K	Buy	+30,148	New	+$903K	0.01%	1084

Other funds holding XMAR

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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

AE Wealth Management's XMAR Position: Q2 2026 in Review

AE Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 288 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

AE Wealth Management first reported a position in XMAR in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2023. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

AE Wealth Management held 288 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $12.3K as of Q2 2026.
AE Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2346 holding.
AE Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 11 quarters since.
AE Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.14M in Q3 2023.
73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.