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XMAR icon

AIFG Consultants’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

AIFG Consultants’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
2025
Q2 		– Sell
-6,448
Closed -$237K – 55
2025
Q1 		$237K Sell
6,448
-953
-13% -$34.9K 0.39% 48
2024
Q4 		$268K Sell
7,401
-45,462
-86% -$1.63M 0.44% 45
2024
Q3 		$1.88M Sell
52,863
-96,036
-64% -$3.35M 1.42% 16
2024
Q2 		$5.15M Sell
148,899
-6,502
-4% -$220K 3.83% 13
2024
Q1 		$5.22M Sell
155,401
-7,386
-5% -$245K 3.77% 13
2023
Q4 		$5.35M Sell
162,787
-2,888
-2% -$93K 4.07% 12
2023
Q3 		$5.24M Sell
165,675
-4,833
-3% -$153K 4.35% 10
2023
Q2 		$5.36M Buy
170,508
+789
+0.5% +$24.3K 4.31% 11
2023
Q1 		$5.15M Buy
+169,719
New +$5.09M 4.36% 11

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return