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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Buy
6,701
+949
+16% +$36.3K 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 +$204K 0.09% 151