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

Kestra 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 Q1	$4.9M	Sell	121,101 -3,482	-3%	-$140K	0.02%	800
2025 Q4	$4.97M	Sell	124,583 -32,248	-21%	-$1.27M	0.02%	741
2025 Q3	$6.15M	Sell	156,831 -31,956	-17%	-$1.24M	0.03%	579
2025 Q2	$7.23M	Buy	188,787 +10,283	+6%	+$380K	0.04%	484
2025 Q1	$6.56M	Buy	178,504 +18,781	+12%	+$687K	0.03%	477
2024 Q4	$5.78M	Buy	159,723 +1,630	+1%	+$58.5K	0.03%	520
2024 Q3	$5.61M	Sell	158,093 -5,122	-3%	-$179K	0.03%	552
2024 Q2	$5.64M	Buy	163,215 +77,664	+91%	+$2.63M	0.03%	545
2024 Q1	$2.88M	Buy	85,551 +6,751	+9%	+$224K	0.02%	725
2023 Q4	$2.59M	Sell	78,800 -33,476	-30%	-$1.08M	0.02%	684
2023 Q3	$3.55M	Sell	112,276 -142,493	-56%	-$4.51M	0.03%	492
2023 Q2	$8.01M	Buy	254,769 +157,879	+163%	+$4.85M	0.08%	266
2023 Q1	$2.94M	Buy	+96,890	New	+$2.9M	0.03%	515

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services's XMAR Position: Q1 2026 in Review

Kestra Advisory Services reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 2.8% in Q1 2026, selling an estimated $140K and leaving 121,101 shares worth $4.9M. The position accounts for 0.02% of the portfolio, ranked #800.

Kestra Advisory Services first reported a position in XMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.01M in Q2 2023. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Kestra Advisory Services held 121,101 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $4.9M as of Q1 2026.
Kestra Advisory Services sold 3,482 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $140K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #800 holding.
Kestra Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
Kestra Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $8.01M in Q2 2023.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.