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

Atria Investments’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	$448K	Buy	+10,474	New	+$441K	﹤0.01%	1590
2026 Q1	–	Sell	-6,056	Closed	-$242K	–	2168
2025 Q4	$242K	Buy	6,056 +756	+14%	+$29.9K	﹤0.01%	1871
2025 Q3	$208K	Sell	5,300 -5,430	-51%	-$210K	﹤0.01%	1932
2025 Q2	$411K	Buy	10,730 +2,943	+38%	+$109K	﹤0.01%	1527
2025 Q1	$286K	Sell	7,787 -8,256	-51%	-$302K	﹤0.01%	1639
2024 Q4	$581K	Buy	+16,043	New	+$576K	0.01%	1248

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

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

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

Atria Investments's XMAR Position: Q2 2026 in Review

Atria Investments opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2026: 10,474 shares worth $448K. The stake represents ﹤0.01% of the portfolio and ranks #1590 among its holdings. This is a return to the name: Atria Investments previously reported a position in XMAR as recently as Q4 2025.

Atria Investments first reported a position in XMAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $581K in Q4 2024. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Atria Investments held 10,474 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $448K as of Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March was a new Atria Investments position in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1590 holding.
Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $581K in Q4 2024.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.