Avantax Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
5,960
-107
-2% -$3.96K ﹤0.01% 2114
2025
Q1
$223K Sell
6,067
-2,589
-30% -$94.7K ﹤0.01% 2042
2024
Q4
$313K Sell
8,656
-14
-0.2% -$502 ﹤0.01% 1752
2024
Q3
$308K Hold
8,670
﹤0.01% 1727
2024
Q2
$300K Buy
8,670
+949
+12% +$32.1K ﹤0.01% 1698
2024
Q1
$260K Buy
+7,721
New +$256K ﹤0.01% 1386

Other funds holding XMAR

Avantax Advisory Services's XMAR Position: Q2 2025 in Review

Avantax Advisory Services reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 1.8% in Q2 2025, selling an estimated $3.96K and leaving 5,960 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Avantax Advisory Services first reported a position in XMAR in Q1 2024 and has held it in 6 quarters since. The position peaked at $313K in Q4 2024. 76 funds tracked by Wall St. Rank hold XMAR as of Q2 2025.

  • Avantax Advisory Services held 5,960 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $228K as of Q2 2025.
  • Avantax Advisory Services sold 107 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2025, an estimated $3.96K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2114 holding.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2024 and has held it in 6 quarters since.
  • Avantax Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $313K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.