Harbour Investments’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Harbour Investments’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 Q1	$1.83M	Sell	45,143 -2,691	-6%	-$108K	0.03%	527
2025 Q4	$1.91M	Sell	47,834 -1,915	-4%	-$75.6K	0.04%	409
2025 Q3	$1.95M	Sell	49,749 -7,994	-14%	-$310K	0.04%	356
2025 Q2	$2.21M	Buy	57,743 +4,661	+9%	+$172K	0.06%	304
2025 Q1	$1.95M	Sell	53,082 -46,980	-47%	-$1.72M	0.06%	304
2024 Q4	$3.62M	Sell	100,062 -3,127	-3%	-$112K	0.1%	170
2024 Q3	$3.66M	Sell	103,189 -8,228	-7%	-$287K	0.11%	152
2024 Q2	$3.85M	Sell	111,417 -94,224	-46%	-$3.19M	0.13%	138
2024 Q1	$6.91M	Sell	205,641 -72,799	-26%	-$2.41M	0.25%	70
2023 Q4	$9.16M	Sell	278,440 -22,918	-8%	-$738K	0.38%	45
2023 Q3	$9.53M	Buy	301,358 +4,456	+2%	+$141K	0.48%	32
2023 Q2	$9.34M	Buy	296,902 +38,858	+15%	+$1.19M	0.46%	33
2023 Q1	$7.83M	Buy	+258,044	New	+$7.73M	0.43%	38

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Harbour Investments's XMAR Position: Q1 2026 in Review

Harbour Investments reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 5.6% in Q1 2026, selling an estimated $108K and leaving 45,143 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #527.

Harbour Investments first reported a position in XMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.53M in Q3 2023. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Harbour Investments held 45,143 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1.83M as of Q1 2026.
Harbour Investments sold 2,691 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $108K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #527 holding.
Harbour Investments 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.
Harbour Investments's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $9.53M in Q3 2023.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.