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Foundations Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Foundations Investment Advisors’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 		$3.08M Sell
72,118
-1,380
-2% -$58.2K 0.03% 328
2026
Q1 		$2.98M Sell
73,498
-2,707
-4% -$109K 0.04% 300
2025
Q4 		$3.04M Sell
76,205
-361
-0.5% -$14.3K 0.04% 282
2025
Q3 		$3M Sell
76,566
-2,793
-4% -$108K 0.04% 271
2025
Q2 		$3.04M Sell
79,359
-1,886
-2% -$69.8K 0.05% 258
2025
Q1 		$2.99M Sell
81,245
-1,551
-2% -$56.7K 0.06% 249
2024
Q4 		$3M Sell
82,796
-662
-0.8% -$23.7K 0.06% 234
2024
Q3 		$2.96M Sell
83,458
-3,062
-4% -$107K 0.06% 227
2024
Q2 		$2.99M Sell
86,520
-755
-0.9% -$25.5K 0.07% 199
2024
Q1 		$2.93M Buy
87,275
+6,301
+8% +$209K 0.08% 197
2023
Q4 		$2.67M Sell
80,974
-11,302
-12% -$364K 0.07% 199
2023
Q3 		$2.92M Buy
92,276
+81,255
+737% +$2.57M 0.09% 174
2023
Q2 		$347K Buy
+11,021
New +$339K 0.01% 440

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Foundations Investment Advisors's XMAR Position: Q2 2026 in Review

Foundations Investment Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 1.9% in Q2 2026, selling an estimated $58.2K and leaving 72,118 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #328.

Foundations Investment Advisors first reported a position in XMAR in Q2 2023 and has held it in 13 quarters since. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • Foundations Investment Advisors held 72,118 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $3.08M as of Q2 2026.
  • Foundations Investment Advisors sold 1,380 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $58.2K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #328 holding.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and has held it in 13 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.