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

Kestra Private Wealth 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	$2.05M	Sell	47,915 -4,154	-8%	-$175K	0.02%	588
2026 Q1	$2.11M	Sell	52,069 -9,205	-15%	-$370K	0.03%	537
2025 Q4	$2.45M	Sell	61,274 -5,642	-8%	-$223K	0.03%	483
2025 Q3	$2.62M	Buy	66,916 +37	+0.1%	+$1.43K	0.03%	454
2025 Q2	$2.56M	Sell	66,879 -4,068	-6%	-$151K	0.04%	432
2025 Q1	$2.61M	Sell	70,947 -1,427	-2%	-$52.2K	0.04%	389
2024 Q4	$2.62M	Sell	72,374 -556	-0.8%	-$19.9K	0.04%	364
2024 Q3	$2.59M	Sell	72,930 -11,467	-14%	-$400K	0.05%	357
2024 Q2	$2.92M	Sell	84,397 -21,630	-20%	-$732K	0.06%	305
2024 Q1	$3.56M	Sell	106,027 -140,249	-57%	-$4.65M	0.08%	258
2023 Q4	$8.1M	Sell	246,276 -8,881	-3%	-$286K	0.21%	121
2023 Q3	$8.07M	Sell	255,157 -39,025	-13%	-$1.24M	0.25%	99
2023 Q2	$9.25M	Buy	294,182 +248,448	+543%	+$7.64M	0.32%	79
2023 Q1	$1.39M	Buy	+45,734	New	+$1.37M	0.06%	341

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

Kestra Private Wealth Services's XMAR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 8% in Q2 2026, selling an estimated $175K and leaving 47,915 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #588.

Kestra Private Wealth Services first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.25M in Q2 2023. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Kestra Private Wealth Services held 47,915 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $2.05M as of Q2 2026.
Kestra Private Wealth Services sold 4,154 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $175K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #588 holding.
Kestra Private Wealth 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.
Kestra Private Wealth Services's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $9.25M in Q2 2023.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.