Aptus Capital Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Aptus Capital Advisors’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	$6.23M	Sell	145,685 -3,797	-3%	-$160K	0.04%	324
2026 Q1	$6.05M	Sell	149,482 -2,261	-1%	-$90.9K	0.05%	307
2025 Q4	$6.06M	Sell	151,743 -3,370	-2%	-$133K	0.04%	302
2025 Q3	$6.08M	Sell	155,113 -3,134	-2%	-$121K	0.04%	292
2025 Q2	$6.06M	Sell	158,247 -2,303	-1%	-$85.2K	0.05%	272
2025 Q1	$5.9M	Sell	160,550 -1,750	-1%	-$64K	0.06%	255
2024 Q4	$5.88M	Sell	162,300 -98,709	-38%	-$3.54M	0.06%	240
2024 Q3	$9.26M	Sell	261,009 -3,962	-1%	-$138K	0.14%	146
2024 Q2	$9.16M	Sell	264,971 -7,257	-3%	-$246K	0.16%	124
2024 Q1	$9.15M	Buy	272,228 +272,133	+286,456%	+$9.02M	0.17%	113
2023 Q4	$3.12K	Sell	95 -180	-65%	-$5.79K	﹤0.01%	852
2023 Q3	$8.7K	Hold	275	–	–	﹤0.01%	809
2023 Q2	$8.65K	Buy	+275	New	+$8.46K	﹤0.01%	705

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 22.96% 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

KAS

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

FIA

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Aptus Capital Advisors's XMAR Position: Q2 2026 in Review

Aptus Capital Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 2.5% in Q2 2026, selling an estimated $160K and leaving 145,685 shares worth $6.23M. The position accounts for 0.04% of the portfolio, ranked #324.

Aptus Capital Advisors first reported a position in XMAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.26M in Q3 2024. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Aptus Capital Advisors held 145,685 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $6.23M as of Q2 2026.
Aptus Capital Advisors sold 3,797 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $160K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #324 holding.
Aptus Capital Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $9.26M in Q3 2024.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.