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

Bison Wealth’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
2024
Q4 		$549K Sell
15,178
-300
-2% -$10.8K 0.12% 146
2024
Q3 		$549K Sell
15,478
-2,002
-11% -$69.9K 0.09% 223
2024
Q2 		$588K Hold
17,480
– – 0.1% 216
2024
Q1 		$588K Buy
17,480
+4,276
+32% +$142K 0.1% 216
2023
Q4 		$434K Hold
13,204
– – 0.08% 256
2023
Q3 		$418K Hold
13,204
– – 0.08% 246
2023
Q2 		$415K Buy
+13,204
New +$406K 0.08% 251

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bison Wealth's XMAR Position: Q4 2024 in Review

Bison Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 1.9% in Q4 2024, selling an estimated $10.8K and leaving 15,178 shares worth $549K. The position accounts for 0.12% of the portfolio, ranked #146.

Bison Wealth first reported a position in XMAR in Q2 2023 and has held it in 7 quarters since. The position peaked at $588K in Q2 2024. 74 funds tracked by Wall St. Rank hold XMAR as of Q4 2024.

  • Bison Wealth held 15,178 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $549K as of Q4 2024.
  • Bison Wealth sold 300 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2024, an estimated $10.8K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.12% of Bison Wealth's portfolio in Q4 2024, its #146 holding.
  • Bison Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and has held it in 7 quarters since.
  • Bison Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $588K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.