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

B. Riley 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 Q3	$436K	Buy	+10,000	New	+$432K	0.02%	608
2026 Q1	–	Sell	-10,000	Closed	-$399K	–	1132
2025 Q4	$399K	Hold	10,000	–	–	0.02%	607
2025 Q3	$392K	Hold	10,000	–	–	0.02%	616
2025 Q2	$383K	Hold	10,000	–	–	0.02%	620
2025 Q1	$367K	Buy	+10,000	New	+$366K	0.01%	881
2023 Q2	–	Sell	-13,700	Closed	-$416K	–	1655
2023 Q1	$416K	Buy	+13,700	New	+$411K	0.01%	892

Other funds holding XMAR

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

B. Riley Wealth Advisors's XMAR Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2026: 10,000 shares worth $436K. The stake represents 0.02% of the portfolio and ranks #608 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in XMAR as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in XMAR in Q1 2023 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold XMAR as of Q3 2026.

B. Riley Wealth Advisors held 10,000 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $436K as of Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March was a new B. Riley Wealth Advisors position in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #608 holding.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.