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

Blue Bell Private Wealth Management's XMAR Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 0.18% in Q2 2026, buying an estimated $7.84K and bringing the position to 104,976 shares worth $4.49M. The position accounts for 0.56% of the portfolio, ranked #33.

Blue Bell Private Wealth Management first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

• Blue Bell Private Wealth Management held 104,976 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $4.49M as of Q2 2026.
• Blue Bell Private Wealth Management bought 186 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $7.84K.
• FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.56% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #33 holding.
• Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 14 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 Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.