Financial Guidance Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Financial Guidance Group’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 Q3	$6.27M	Sell	143,707 -1,978	-1%	-$85.4K	2.24%	14
2026 Q2	$6.23M	Sell	145,685 -3,797	-3%	-$160K	2.33%	14
2026 Q1	$6.05M	Sell	149,482 -2,261	-1%	-$90.9K	2.43%	13
2025 Q4	$6.06M	Sell	151,743 -3,370	-2%	-$133K	2.48%	12
2025 Q3	$6.08M	Sell	155,113 -3,134	-2%	-$121K	2.73%	8
2025 Q2	$6.06M	Sell	158,247 -2,303	-1%	-$85.2K	2.94%	8
2025 Q1	$5.9M	Sell	160,550 -1,750	-1%	-$64K	3.19%	10
2024 Q4	$5.88M	Sell	162,300 -98,709	-38%	-$3.54M	3.22%	8
2024 Q3	$9.26M	Sell	261,009 -3,867	-1%	-$135K	5.41%	6
2024 Q2	$9.16M	Sell	264,876 -7,257	-3%	-$246K	5.63%	6
2024 Q1	$9.15M	Buy	+272,133	New	+$9.02M	5.94%	5

Other funds holding XMAR

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Guidance Group's XMAR Position: Q3 2026 in Review

Financial Guidance Group reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 1.4% in Q3 2026, selling an estimated $85.4K and leaving 143,707 shares worth $6.27M. The position accounts for 2.24% of the portfolio, ranked #14.

Financial Guidance Group first reported a position in XMAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.26M in Q3 2024. 63 funds tracked by Wall St. Rank hold XMAR as of Q3 2026.

Financial Guidance Group held 143,707 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $6.27M as of Q3 2026.
Financial Guidance Group sold 1,978 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q3 2026, an estimated $85.4K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 2.24% of Financial Guidance Group's portfolio in Q3 2026, its #14 holding.
Financial Guidance Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2024 and has held it in 11 quarters since.
Financial Guidance Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $9.26M in Q3 2024.
63 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.