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 Q2	$1.73M	Sell	40,513 -4,630	-10%	-$195K	0.02%	596
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

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

Harbour Investments's XMAR Position: Q2 2026 in Review

Harbour Investments reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 10% in Q2 2026, selling an estimated $195K and leaving 40,513 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #596.

Harbour Investments first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.53M in Q3 2023. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Harbour Investments held 40,513 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1.73M as of Q2 2026.
Harbour Investments sold 4,630 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $195K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #596 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 14 quarters since.
Harbour Investments's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $9.53M 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.