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

Diversify Advisory 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
Q1 		– Sell
-28,379
Closed -$1.14M – 885
2025
Q4 		$1.14M Sell
28,379
-5,248
-16% -$207K 0.04% 367
2025
Q3 		$1.33M Sell
33,627
-8,001
-19% -$310K 0.04% 294
2025
Q2 		$1.61M Buy
41,628
+62
+0.1% +$2.29K 0.06% 220
2025
Q1 		$1.52M Sell
41,566
-16,740
-29% -$612K 0.09% 148
2024
Q4 		$2.11M Sell
58,306
-13,021
-18% -$467K 0.12% 123
2024
Q3 		$2.55M Sell
71,327
-9,958
-12% -$348K 0.14% 133
2024
Q2 		$2.83M Buy
+81,285
New +$2.75M 0.16% 117

Other funds holding XMAR

PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B 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 $8.06B AUM 24.97% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return