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

Arkadios Wealth 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 Q1	$1.19M	Sell	29,459 -500	-2%	-$20.1K	0.02%	705
2025 Q4	$1.2M	Sell	29,959 -3,558	-11%	-$141K	0.02%	626
2025 Q3	$1.31M	Sell	33,517 -1	-0%	-$39	0.03%	535
2025 Q2	$1.28M	Sell	33,518 -6,582	-16%	-$244K	0.04%	476
2025 Q1	$1.47M	Buy	40,100 +1,355	+3%	+$49.6K	0.06%	362
2024 Q4	$1.4M	Sell	38,745 -6,986	-15%	-$251K	0.08%	257
2024 Q3	$1.62M	Sell	45,731 -1,170	-2%	-$40.8K	0.09%	220
2024 Q2	$1.62M	Sell	46,901 -136	-0.3%	-$4.6K	0.11%	194
2024 Q1	$1.58M	Sell	47,037 -4,310	-8%	-$143K	0.12%	173
2023 Q4	$1.69M	Sell	51,347 -1,007	-2%	-$32.4K	0.14%	151
2023 Q3	$1.66M	Buy	52,354 +32,568	+165%	+$1.03M	0.16%	142
2023 Q2	$622K	Buy	19,786 +10,851	+121%	+$334K	0.07%	261
2023 Q1	$271K	Buy	+8,935	New	+$268K	0.03%	467

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Arkadios Wealth Advisors's XMAR Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 1.7% in Q1 2026, selling an estimated $20.1K and leaving 29,459 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #705.

Arkadios Wealth Advisors first reported a position in XMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.69M in Q4 2023. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Arkadios Wealth Advisors held 29,459 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1.19M as of Q1 2026.
Arkadios Wealth Advisors sold 500 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $20.1K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #705 holding.
Arkadios Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
Arkadios Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.69M in Q4 2023.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.