BWM
XMAR icon

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

Benson 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
Q2 		$107K Hold
2,500
– – 0.11% 75
2026
Q1 		$101K Hold
2,500
– – 0.14% 68
2025
Q4 		$99.8K Buy
+2,500
New +$98.8K 0.11% 69

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Benson Wealth Management's XMAR Position: Q2 2026 in Review

Benson Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 2,500 shares worth $107K. The position accounts for 0.11% of the portfolio, ranked #75.

Benson Wealth Management first reported a position in XMAR in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • Benson Wealth Management held 2,500 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $107K as of Q2 2026.
  • Benson Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.11% of Benson Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Benson Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.