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

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

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

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

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

ACA

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

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

BBPWM

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

AIFG Consultants's XMAR Position: Q2 2025 in Review

AIFG Consultants sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2025, closing a stake of 6,448 shares — an estimated $237K sold.

AIFG Consultants first reported a position in XMAR in Q1 2023 and held it in 9 quarters. The position peaked at $5.36M in Q2 2023. 76 funds tracked by Wall St. Rank hold XMAR as of Q2 2025.

AIFG Consultants reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q2 2025 after selling out during the quarter.
AIFG Consultants sold 6,448 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2025, an estimated $237K.
AIFG Consultants first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 9 quarters.
AIFG Consultants's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $5.36M in Q2 2023.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2025.

Based on AIFG Consultants's 13F filing for Q2 2025, filed 21 Jul 2025.