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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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Independent Financial Group's XMAR Position: Q2 2026 in Review

Independent Financial Group held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 6,139 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Independent Financial Group first reported a position in XMAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $542K in Q2 2025. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • Independent Financial Group held 6,139 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $262K as of Q2 2026.
  • Independent Financial Group 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 ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1332 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 9 quarters since.
  • Independent Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $542K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.