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Consolidated Portfolio Review Corp’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-9,600
Closed -$377K – 444
2025
Q3 		$377K Buy
9,600
+1,136
+13% +$44K 0.05% 320
2025
Q2 		$324K Buy
+8,464
New +$313K 0.04% 335

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Consolidated Portfolio Review Corp's XMAR Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2025, closing a stake of 9,600 shares — an estimated $377K sold.

Consolidated Portfolio Review Corp first reported a position in XMAR in Q2 2025 and held it in 2 quarters. The position peaked at $377K in Q3 2025. 70 funds tracked by Wall St. Rank hold XMAR as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 9,600 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2025, an estimated $377K.
  • Consolidated Portfolio Review Corp first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $377K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.