Independent Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Independent Financial Group’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	$268K	Hold	6,139	–	–	﹤0.01%	1349
2026 Q2	$262K	Hold	6,139	–	–	﹤0.01%	1332
2026 Q1	$249K	Hold	6,139	–	–	0.01%	1262
2025 Q4	$245K	Hold	6,139	–	–	0.01%	1249
2025 Q3	$241K	Sell	6,139 -8,019	-57%	-$311K	0.01%	1194
2025 Q2	$542K	Sell	14,158 -27	-0.2%	-$999	0.01%	747
2025 Q1	$521K	Sell	14,185 -304	-2%	-$11.1K	0.02%	692
2024 Q4	$525K	Buy	14,489 +1,982	+16%	+$71.1K	0.02%	671
2024 Q3	$444K	Buy	12,507 +800	+7%	+$27.9K	0.02%	703
2024 Q2	$405K	Buy	+11,707	New	+$396K	0.02%	689

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

HAS

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 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

Independent Financial Group's XMAR Position: Q3 2026 in Review

Independent Financial Group held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q3 2026 at 6,139 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Independent Financial Group first reported a position in XMAR in Q2 2024 and has held it in 10 quarters since. The position peaked at $542K in Q2 2025. 7 funds tracked by Wall St. Rank hold XMAR as of Q3 2026.

Independent Financial Group held 6,139 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $268K as of Q3 2026.
Independent Financial Group 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 ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1349 holding.
Independent Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2024 and has held it in 10 quarters since.
Independent Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $542K in Q2 2025.
7 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.