Invenio Wealth Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Invenio Wealth Partners’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	-62,439	Closed	-$2.49M	–	100
2025 Q4	$2.49M	Sell	62,439 -4,747	-7%	-$188K	0.93%	26
2025 Q3	$2.64M	Sell	67,186 -5,083	-7%	-$197K	0.96%	26
2025 Q2	$2.77M	Buy	+72,269	New	+$2.67M	1.1%	23

Other funds holding XMAR

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Invenio Wealth Partners's XMAR Position: Q1 2026 in Review

Invenio Wealth Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2026, closing a stake of 62,439 shares — an estimated $2.49M sold.

Invenio Wealth Partners first reported a position in XMAR in Q2 2025 and held it in 3 quarters. The position peaked at $2.77M in Q2 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Invenio Wealth Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Invenio Wealth Partners sold 62,439 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $2.49M.
Invenio Wealth Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2025 and held it in 3 quarters.
Invenio Wealth Partners's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $2.77M in Q2 2025.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.