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

Commonwealth Equity 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	$9.1M	Sell	212,913 -411	-0.2%	-$17.3K	0.01%	1002
2026 Q1	$8.64M	Buy	213,324 +54,590	+34%	+$2.19M	0.01%	968
2025 Q4	$6.34M	Sell	158,734 -18,636	-11%	-$736K	0.01%	1163
2025 Q3	$6.96M	Sell	177,370 -11,209	-6%	-$434K	0.01%	1124
2025 Q2	$7.22M	Buy	188,579 +13,834	+8%	+$512K	0.01%	1094
2025 Q1	$6.42M	Sell	174,745 -4,988	-3%	-$182K	0.01%	1116
2024 Q4	$6.51M	Sell	179,733 -2,868	-2%	-$103K	0.01%	1073
2024 Q3	$6.48M	Sell	182,601 -16,338	-8%	-$570K	0.01%	1060
2024 Q2	$6.88M	Buy	198,939 +11,379	+6%	+$385K	0.01%	1008
2024 Q1	$6.31M	Sell	187,560 -744,268	-80%	-$24.7M	0.01%	1035
2023 Q4	$30.6M	Sell	931,828 -111,442	-11%	-$3.59M	0.06%	318
2023 Q3	$33M	Sell	1,043,270 -82,323	-7%	-$2.61M	0.07%	271
2023 Q2	$35.4M	Buy	1,125,593 +972,639	+636%	+$29.9M	0.07%	262
2023 Q1	$4.64M	Buy	+152,954	New	+$4.58M	0.01%	1038

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services's XMAR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 0.19% in Q2 2026, selling an estimated $17.3K and leaving 212,913 shares worth $9.1M. The position accounts for 0.01% of the portfolio, ranked #1002.

Commonwealth Equity Services first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $35.4M in Q2 2023. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Commonwealth Equity Services held 212,913 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $9.1M as of Q2 2026.
Commonwealth Equity Services sold 411 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $17.3K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1002 holding.
Commonwealth Equity Services 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.
Commonwealth Equity Services's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $35.4M in Q2 2023.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.