DWM
XMAR icon

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

Diversify Wealth Management’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 Sell
23,275
-705
-3% -$29.7K 0.02% 629
2026
Q1 		$1.01M Buy
+23,980
New +$964K 0.02% 596

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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 Wealth Management's XMAR Position: Q2 2026 in Review

Diversify Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 2.9% in Q2 2026, selling an estimated $29.7K and leaving 23,275 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #629.

Diversify Wealth Management first reported a position in XMAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2026. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • Diversify Wealth Management held 23,275 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $996K as of Q2 2026.
  • Diversify Wealth Management sold 705 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $29.7K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Diversify Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.01M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.