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 Q2	$996K	Buy	+23,275	New	+$981K	0.02%	629
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

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

Diversify Advisory Services's XMAR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2026: 23,275 shares worth $996K. The stake represents 0.02% of the portfolio and ranks #629 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in XMAR as recently as Q4 2025.

Diversify Advisory Services first reported a position in XMAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.83M in Q2 2024. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Diversify Advisory Services held 23,275 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $996K as of Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March was a new Diversify Advisory Services position in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #629 holding.
Diversify Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Diversify Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $2.83M in Q2 2024.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.