Insigneo Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Insigneo 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 Q2	$1.65M	Hold	38,505	–	–	0.06%	218
2026 Q1	$1.56M	Sell	38,505 -1,080	-3%	-$43.4K	0.11%	160
2025 Q4	$1.58M	Sell	39,585 -2,570	-6%	-$102K	0.11%	156
2025 Q3	$1.65M	Sell	42,155 -400	-0.9%	-$15.5K	0.12%	141
2025 Q2	$1.63M	Hold	42,555	–	–	0.14%	130
2025 Q1	$1.56M	Hold	42,555	–	–	0.16%	121
2024 Q4	$1.54M	Buy	42,555 +150	+0.4%	+$5.38K	0.16%	121
2024 Q3	$1.5M	Hold	42,405	–	–	0.15%	137
2024 Q2	$1.43M	Sell	42,405 -1,050	-2%	-$35.5K	0.16%	130
2024 Q1	$1.46M	Sell	43,455 -838	-2%	-$27.8K	0.17%	115
2023 Q4	$1.46M	Hold	44,293	–	–	0.21%	100
2023 Q3	$1.4M	Hold	44,293	–	–	0.29%	70
2023 Q2	$1.39M	Buy	44,293 +955	+2%	+$29.4K	0.27%	77
2023 Q1	$1.31M	Buy	+43,338	New	+$1.3M	0.42%	51

Other funds holding XMAR

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Insigneo Advisory Services's XMAR Position: Q2 2026 in Review

Insigneo Advisory Services held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 38,505 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #218.

Insigneo Advisory Services first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2025. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Insigneo Advisory Services held 38,505 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1.65M as of Q2 2026.
Insigneo Advisory Services 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 0.06% of Insigneo Advisory Services's portfolio in Q2 2026, its #218 holding.
Insigneo Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
Insigneo Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.65M in Q3 2025.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.