HBK Sorce Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

HBK Sorce Advisory’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	$1.4M	Sell	32,422 -1,141	-3%	-$48.1K	0.03%	205
2026 Q1	$1.42M	Buy	33,563 +473	+1%	+$19K	0.03%	194
2025 Q4	$1.33M	Sell	33,090 -2,661	-7%	-$105K	0.03%	196
2025 Q3	$1.4M	Sell	35,751 -2,898	-7%	-$112K	0.04%	181
2025 Q2	$1.48M	Hold	38,649	–	–	0.04%	172
2025 Q1	$1.42M	Sell	38,649 -1,196	-3%	-$43.8K	0.04%	176
2024 Q4	$1.44M	Sell	39,845 -949	-2%	-$34K	0.04%	172
2024 Q3	$1.45M	Sell	40,794 -1,012	-2%	-$35.3K	0.04%	173
2024 Q2	$1.45M	Buy	41,806 +984	+2%	+$33.3K	0.05%	166
2024 Q1	$1.37M	Buy	40,822 +4,512	+12%	+$150K	0.05%	177
2023 Q4	$1.19M	Hold	36,310	–	–	0.05%	179
2023 Q3	$1.15M	Buy	36,310 +1,594	+5%	+$50.5K	0.05%	169
2023 Q2	$1.09M	Buy	34,716 +19,699	+131%	+$606K	0.05%	194
2023 Q1	$455K	Buy	+15,017	New	+$450K	0.02%	342

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 22.9% 1-Year Est. Return

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

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

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

HBK Sorce Advisory's XMAR Position: Q2 2026 in Review

HBK Sorce Advisory reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 3.4% in Q2 2026, selling an estimated $48.1K and leaving 32,422 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #205.

HBK Sorce Advisory first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.48M in Q2 2025. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

HBK Sorce Advisory held 32,422 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1.4M as of Q2 2026.
HBK Sorce Advisory sold 1,141 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $48.1K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.03% of HBK Sorce Advisory's portfolio in Q2 2026, its #205 holding.
HBK Sorce Advisory 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.
HBK Sorce Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.48M in Q2 2025.
73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.