Envestnet Asset Management
XMAR icon

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

Envestnet Asset 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
Q1 		$2.21M Sell
54,569
-159,672
-75% -$6.42M ﹤0.01% 2945
2025
Q4 		$8.55M Buy
214,241
+4,079
+2% +$161K ﹤0.01% 1805
2025
Q3 		$8.24M Buy
210,162
+18,855
+10% +$731K ﹤0.01% 1895
2025
Q2 		$7.33M Buy
191,307
+16,376
+9% +$606K ﹤0.01% 1949
2025
Q1 		$6.43M Sell
174,931
-25,106
-13% -$918K ﹤0.01% 1955
2024
Q4 		$7.24M Buy
200,037
+160,266
+403% +$5.75M ﹤0.01% 1859
2024
Q3 		$1.41M Sell
39,771
-1,524
-4% -$53.2K ﹤0.01% 2900
2024
Q2 		$1.43M Buy
41,295
+2,104
+5% +$71.2K ﹤0.01% 2795
2024
Q1 		$1.32M Buy
39,191
+2,210
+6% +$73.2K ﹤0.01% 2837
2023
Q4 		$1.22M Sell
36,981
-2,865
-7% -$92.2K ﹤0.01% 2797
2023
Q3 		$1.26M Sell
39,846
-31,830
-44% -$1.01M ﹤0.01% 2637
2023
Q2 		$2.25M Buy
71,676
+24,562
+52% +$755K ﹤0.01% 2210
2023
Q1 		$1.43M Buy
+47,114
New +$1.41M ﹤0.01% 2414

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