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: Q1 2026 in Review

Blue Bell Private Wealth Management increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 12% in Q1 2026, buying an estimated $436K and bringing the position to 104,790 shares worth $4.24M. The position accounts for 0.61% of the portfolio, ranked #30.

Blue Bell Private Wealth Management first reported a position in XMAR in Q1 2023 and has held it in 13 quarters since. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

• Blue Bell Private Wealth Management held 104,790 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $4.24M as of Q1 2026.
• Blue Bell Private Wealth Management bought 10,847 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $436K.
• FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.61% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #30 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 13 quarters since.
• 69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.