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

Evolution 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
2025
Q4 		– Sell
-120
Closed -$4.71K – 786
2025
Q3 		$4.71K Hold
120
– – ﹤0.01% 457
2025
Q2 		$4.59K Buy
+120
New +$4.44K 0.01% 460

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 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 $12.7B 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

Evolution Wealth Management's XMAR Position: Q4 2025 in Review

Evolution Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2025, closing a stake of 120 shares — an estimated $4.71K sold.

Evolution Wealth Management first reported a position in XMAR in Q2 2025 and held it in 2 quarters. The position peaked at $4.71K in Q3 2025. 70 funds tracked by Wall St. Rank hold XMAR as of Q4 2025.

  • Evolution Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 120 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2025, an estimated $4.71K.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2025 and held it in 2 quarters.
  • Evolution Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $4.71K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.