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 Q3	$394K	Hold	9,035	–	–	0.04%	329
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

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

HBW Advisory Services's XMAR Position: Q3 2026 in Review

HBW Advisory Services held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q3 2026 at 9,035 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #329.

HBW Advisory Services first reported a position in XMAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $735K in Q2 2023. 7 funds tracked by Wall St. Rank hold XMAR as of Q3 2026.

HBW Advisory Services held 9,035 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $394K as of Q3 2026.
HBW Advisory Services left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.04% of HBW Advisory Services's portfolio in Q3 2026, its #329 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 12 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 Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.