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

Lakeridge Wealth Management’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	-7,194	Closed	-$287K	–	171
2025 Q4	$287K	Hold	7,194	–	–	0.13%	130
2025 Q3	$282K	Hold	7,194	–	–	0.13%	123
2025 Q2	$275K	Hold	7,194	–	–	0.13%	124
2025 Q1	$264K	Buy	+7,194	New	+$263K	0.13%	130

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Lakeridge Wealth Management's XMAR Position: Q1 2026 in Review

Lakeridge Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2026, closing a stake of 7,194 shares — an estimated $287K sold.

Lakeridge Wealth Management first reported a position in XMAR in Q1 2025 and held it in 4 quarters. The position peaked at $287K in Q4 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Lakeridge Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Lakeridge Wealth Management sold 7,194 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $287K.
Lakeridge Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2025 and held it in 4 quarters.
Lakeridge Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $287K in Q4 2025.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Lakeridge Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.