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

CreativeOne Wealth’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 Q1	$794K	Sell	19,618 -17,383	-47%	-$699K	0.02%	660
2025 Q4	$1.48M	Sell	37,001 -11,582	-24%	-$458K	0.04%	410
2025 Q3	$1.91M	Sell	48,583 -1,835	-4%	-$71.1K	0.05%	348
2025 Q2	$1.93M	Buy	50,418 +5,461	+12%	+$202K	0.05%	356
2025 Q1	$1.65M	Sell	44,957 -2,350	-5%	-$86K	0.05%	341
2024 Q4	$1.71M	Buy	47,307 +19,658	+71%	+$705K	0.05%	325
2024 Q3	$981K	Buy	+27,649	New	+$965K	0.03%	438
2024 Q2	–	Sell	-31,018	Closed	-$1.04M	–	934
2024 Q1	$1.04M	Buy	+31,018	New	+$1.03M	0.04%	368
2023 Q3	–	Sell	-30,018	Closed	-$944K	–	843
2023 Q2	$944K	Buy	30,018 +20,025	+200%	+$616K	0.04%	342
2023 Q1	$303K	Buy	+9,993	New	+$299K	0.02%	634

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $249M AUM 17.15% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

CreativeOne Wealth's XMAR Position: Q1 2026 in Review

CreativeOne Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 47% in Q1 2026, selling an estimated $699K and leaving 19,618 shares worth $794K. The position accounts for 0.02% of the portfolio, ranked #660.

CreativeOne Wealth first reported a position in XMAR in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q2 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

CreativeOne Wealth held 19,618 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $794K as of Q1 2026.
CreativeOne Wealth sold 17,383 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $699K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #660 holding.
CreativeOne Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 10 quarters since.
CreativeOne Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.93M in Q2 2025.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.