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 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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

QFW

QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Financial Guidance Group's XMAR Position: Q2 2026 in Review

Financial Guidance Group reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 2.5% in Q2 2026, selling an estimated $160K and leaving 145,685 shares worth $6.23M. The position accounts for 2.33% of the portfolio, ranked #14.

Financial Guidance Group first reported a position in XMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.26M in Q3 2024. 28 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Financial Guidance Group held 145,685 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $6.23M as of Q2 2026.
Financial Guidance Group sold 3,797 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $160K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 2.33% of Financial Guidance Group's portfolio in Q2 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 10 quarters since.
Financial Guidance Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $9.26M in Q3 2024.
28 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.