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 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

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

Atria Investments's XMAR Position: Q1 2026 in Review

Atria Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2026, closing a stake of 6,056 shares — an estimated $242K sold.

Atria Investments first reported a position in XMAR in Q4 2024 and held it in 5 quarters. The position peaked at $581K in Q4 2024. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Atria Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 6,056 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $242K.
Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and held it in 5 quarters.
Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $581K in Q4 2024.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.