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

HBW Advisory Services’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	$386K	Hold	9,035	–	–	0.03%	341
2026 Q1	$366K	Hold	9,035	–	–	0.04%	329
2025 Q4	$361K	Hold	9,035	–	–	0.04%	322
2025 Q3	$354K	Hold	9,035	–	–	0.04%	311
2025 Q2	$346K	Sell	9,035 -3,312	-27%	-$123K	0.04%	291
2025 Q1	$454K	Hold	12,347	–	–	0.06%	224
2024 Q4	$447K	Sell	12,347 -1,205	-9%	-$43.2K	0.05%	222
2024 Q3	$481K	Sell	13,552 -1,410	-9%	-$49.2K	0.07%	206
2024 Q2	$517K	Buy	+14,962	New	+$506K	0.09%	189
2023 Q4	–	Sell	-6,511	Closed	-$206K	–	333
2023 Q3	$206K	Sell	6,511 -16,861	-72%	-$534K	0.04%	265
2023 Q2	$735K	Buy	+23,372	New	+$719K	0.16%	139

Other funds holding XMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HBW Advisory Services's XMAR Position: Q2 2026 in Review

HBW Advisory Services held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 9,035 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #341.

HBW Advisory Services first reported a position in XMAR in Q2 2023 and has held it in 11 quarters since. The position peaked at $735K in Q2 2023. 7 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

HBW Advisory Services held 9,035 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $386K as of Q2 2026.
HBW Advisory Services left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #341 holding.
HBW Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and has held it in 11 quarters since.
HBW Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $735K in Q2 2023.
7 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.