BAM Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

BAM Wealth Management’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	$258K	Buy	+5,905	New	+$255K	0.14%	166

Other funds holding XMAR

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

BAM Wealth Management's XMAR Position: Q3 2026 in Review

BAM Wealth Management opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2026: 5,905 shares worth $258K. The stake represents 0.14% of the portfolio and ranks #166 among its holdings.

7 funds tracked by Wall St. Rank hold XMAR as of Q3 2026.

BAM Wealth Management held 5,905 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $258K as of Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March was a new BAM Wealth Management position in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.14% of BAM Wealth Management's portfolio in Q3 2026, its #166 holding.
7 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.