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 Q2	$1.29M	Buy	30,189 +10,571	+54%	+$446K	0.03%	490
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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CreativeOne Wealth's XMAR Position: Q2 2026 in Review

CreativeOne Wealth increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 54% in Q2 2026, buying an estimated $446K and bringing the position to 30,189 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #490.

CreativeOne Wealth first reported a position in XMAR in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q2 2025. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

CreativeOne Wealth held 30,189 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1.29M as of Q2 2026.
CreativeOne Wealth bought 10,571 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $446K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #490 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 11 quarters since.
CreativeOne Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.93M in Q2 2025.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.