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 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

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

HBK Sorce Advisory's XMAR Position: Q1 2026 in Review

HBK Sorce Advisory increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 1.4% in Q1 2026, buying an estimated $19K and bringing the position to 33,563 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #194.

HBK Sorce Advisory first reported a position in XMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.48M in Q2 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

HBK Sorce Advisory held 33,563 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1.42M as of Q1 2026.
HBK Sorce Advisory bought 473 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $19K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.03% of HBK Sorce Advisory's portfolio in Q1 2026, its #194 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 13 quarters since.
HBK Sorce Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.48M in Q2 2025.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.