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 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	Buy	+10,000	New	+$370K	0.02%	620
2023 Q2	–	Sell	-13,700	Closed	-$416K	–	1655
2023 Q1	$416K	Buy	+13,700	New	+$411K	0.01%	892

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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 $79.5B AUM 27.1% 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 $267M AUM 19.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

B. Riley Wealth Advisors's XMAR Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2026, closing a stake of 10,000 shares — an estimated $399K sold.

B. Riley Wealth Advisors first reported a position in XMAR in Q1 2023 and held it in 4 quarters. The position peaked at $416K in Q1 2023. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,000 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $399K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 4 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $416K in Q1 2023.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.