Holistic Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Holistic Planning’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	–	Sell	-5,201	Closed	-$208K	–	310
2025 Q4	$208K	Sell	5,201 -1,500	-22%	-$59.3K	0.04%	268
2025 Q3	$263K	Hold	6,701	–	–	0.07%	196
2025 Q2	$257K	Buy	6,701 +949	+16%	+$35.1K	0.07%	187
2025 Q1	$211K	Hold	5,752	–	–	0.07%	183
2024 Q4	$208K	Hold	5,752	–	–	0.08%	166
2024 Q3	$204K	Buy	+5,752	New	+$201K	0.09%	151

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

Holistic Planning's XMAR Position: Q1 2026 in Review

Holistic Planning sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2026, closing a stake of 5,201 shares — an estimated $208K sold.

Holistic Planning first reported a position in XMAR in Q3 2024 and held it in 6 quarters. The position peaked at $263K in Q3 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Holistic Planning reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Holistic Planning sold 5,201 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $208K.
Holistic Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q3 2024 and held it in 6 quarters.
Holistic Planning's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $263K in Q3 2025.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.