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

Envestnet Portfolio Solutions’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	$242K	Buy	+5,663	New	+$239K	﹤0.01%	1296
2025 Q1	–	Sell	-9,034	Closed	-$327K	–	1793
2024 Q4	$327K	Buy	+9,034	New	+$324K	﹤0.01%	1464

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 22.9% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Envestnet Portfolio Solutions's XMAR Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2026: 5,663 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in XMAR as recently as Q4 2024.

Envestnet Portfolio Solutions first reported a position in XMAR in Q4 2024 and has held it in 2 quarters since. The position peaked at $327K in Q4 2024. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Envestnet Portfolio Solutions held 5,663 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $242K as of Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March was a new Envestnet Portfolio Solutions position in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1296 holding.
Envestnet Portfolio Solutions first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and has held it in 2 quarters since.
Envestnet Portfolio Solutions's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $327K in Q4 2024.
73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.