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

FSB Premier 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
2026 Q2	$229K	Sell	5,366 -4	-0.1%	-$169	0.06%	241
2026 Q1	$217K	Sell	5,370 -4	-0.1%	-$161	0.07%	239
2025 Q4	$215K	Buy	5,374 +59	+1%	+$2.33K	0.07%	228
2025 Q3	$208K	Sell	5,315 -4	-0.1%	-$155	0.07%	220
2025 Q2	$204K	Buy	+5,319	New	+$197K	0.07%	206
2025 Q1	–	Sell	-5,828	Closed	-$211K	–	214
2024 Q4	$211K	Sell	5,828 -3,121	-35%	-$112K	0.08%	199
2024 Q3	$318K	Sell	8,949 -294	-3%	-$10.3K	0.13%	159
2024 Q2	$320K	Hold	9,243	–	–	0.14%	140
2024 Q1	$311K	Hold	9,243	–	–	0.14%	136
2023 Q4	$304K	Sell	9,243 -7,875	-46%	-$253K	0.15%	126
2023 Q3	$542K	Hold	17,118	–	–	0.3%	77
2023 Q2	$539K	Buy	17,118 +5,160	+43%	+$159K	0.29%	76
2023 Q1	$363K	Buy	+11,958	New	+$358K	0.2%	99

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 22.96% 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

FIA

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

FSB Premier Wealth Management's XMAR Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 0.07% in Q2 2026, selling an estimated $169 and leaving 5,366 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #241.

FSB Premier Wealth Management first reported a position in XMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $542K in Q3 2023. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

FSB Premier Wealth Management held 5,366 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $229K as of Q2 2026.
FSB Premier Wealth Management sold 4 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $169.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.06% of FSB Premier Wealth Management's portfolio in Q2 2026, its #241 holding.
FSB Premier Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
FSB Premier Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $542K in Q3 2023.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.