Cary Street Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Cary Street Partners’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	$606K	Sell	14,169 -1,937	-12%	-$81.6K	0.01%	613
2026 Q1	$652K	Hold	16,106	–	–	0.02%	535
2025 Q4	$643K	Sell	16,106 -2	-0%	-$79	0.02%	538
2025 Q3	$632K	Hold	16,108	–	–	0.02%	525
2025 Q2	$617K	Sell	16,108 -44	-0.3%	-$1.63K	0.02%	510
2025 Q1	$594K	Sell	16,152 -72	-0.4%	-$2.63K	0.02%	496
2024 Q4	$587K	Buy	+16,224	New	+$582K	0.02%	481

Other funds holding XMAR

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cary Street Partners's XMAR Position: Q2 2026 in Review

Cary Street Partners reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 12% in Q2 2026, selling an estimated $81.6K and leaving 14,169 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #613.

Cary Street Partners first reported a position in XMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $652K in Q1 2026. 7 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Cary Street Partners held 14,169 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $606K as of Q2 2026.
Cary Street Partners sold 1,937 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $81.6K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #613 holding.
Cary Street Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $652K in Q1 2026.
7 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.