Capital Investment Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Capital Investment Advisory Services’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	$85.1K	Buy	1,992 +1,210	+155%	+$51K	0.01%	845
2026 Q1	$31.7K	Sell	782 -77	-9%	-$3.1K	﹤0.01%	930
2025 Q4	$34.3K	Buy	+859	New	+$33.9K	﹤0.01%	885
2024 Q4	–	Sell	-1,339	Closed	-$47.5K	–	1013
2024 Q3	$47.5K	Hold	1,339	–	–	﹤0.01%	692
2024 Q2	$46.3K	Buy	+1,339	New	+$45.3K	﹤0.01%	672

Other funds holding XMAR

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

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Capital Investment Advisory Services's XMAR Position: Q2 2026 in Review

Capital Investment Advisory Services increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 155% in Q2 2026, buying an estimated $51K and bringing the position to 1,992 shares worth $85.1K. The position accounts for 0.01% of the portfolio, ranked #845.

Capital Investment Advisory Services first reported a position in XMAR in Q2 2024 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Capital Investment Advisory Services held 1,992 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $85.1K as of Q2 2026.
Capital Investment Advisory Services bought 1,210 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $51K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #845 holding.
Capital Investment Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2024 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.