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

Brookstone Capital 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	$1.17M	Sell	27,461 -858	-3%	-$36.2K	0.01%	649
2026 Q1	$1.15M	Sell	28,319 -3,734	-12%	-$150K	0.01%	606
2025 Q4	$1.28M	Sell	32,053 -966	-3%	-$38.2K	0.01%	560
2025 Q3	$1.3M	Sell	33,019 -1,174	-3%	-$45.5K	0.02%	544
2025 Q2	$1.31M	Buy	34,193 +1,306	+4%	+$48.3K	0.02%	501
2025 Q1	$1.21M	Sell	32,887 -308	-0.9%	-$11.3K	0.02%	509
2024 Q4	$1.2M	Sell	33,195 -300	-0.9%	-$10.8K	0.02%	485
2024 Q3	$1.19M	Sell	33,495 -1,828	-5%	-$63.8K	0.02%	480
2024 Q2	$1.23M	Sell	35,323 -91	-0.3%	-$3.08K	0.02%	459
2024 Q1	$1.19M	Hold	35,414	–	–	0.02%	446
2023 Q4	$1.16M	Sell	35,414 -968	-3%	-$31.2K	0.02%	423
2023 Q3	$1.15M	Sell	36,382 -63	-0.2%	-$1.99K	0.03%	402
2023 Q2	$1.14M	Buy	36,445 +2,129	+6%	+$65.5K	0.02%	407
2023 Q1	$1.05M	Buy	+34,316	New	+$1.03M	0.02%	447

Other funds holding XMAR

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Brookstone Capital Management's XMAR Position: Q2 2026 in Review

Brookstone Capital Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 3% in Q2 2026, selling an estimated $36.2K and leaving 27,461 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #649.

Brookstone Capital Management first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q2 2025. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Brookstone Capital Management held 27,461 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1.17M as of Q2 2026.
Brookstone Capital Management sold 858 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $36.2K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #649 holding.
Brookstone Capital 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.
Brookstone Capital Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.31M in Q2 2025.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.