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LM Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

LM Advisors’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 		$656K Buy
15,380
+14,765
+2,401% +$622K 0.08% 141
2026
Q1 		$15.4K Buy
615
+1
+0.2% +$40 0.24% 76
2025
Q4 		$15.4K Sell
614
-14,766
-96% -$583K 0.28% 73
2025
Q3 		$603K Hold
15,380
– – 0.09% 122
2025
Q2 		$588K Hold
15,380
– – 0.08% 116
2025
Q1 		$564K Hold
15,380
– – 0.1% 145
2024
Q4 		$557K Hold
15,380
– – 0.1% 129
2024
Q3 		$546K Hold
15,380
– – 0.11% 118
2024
Q2 		$531K Hold
15,380
– – 0.09% 123
2024
Q1 		$517K Hold
15,380
– – 0.08% 137
2023
Q4 		$506K Buy
+15,380
New +$495K 0.1% 115

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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

LM Advisors's XMAR Position: Q2 2026 in Review

LM Advisors increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 2,401% in Q2 2026, buying an estimated $622K and bringing the position to 15,380 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #141.

LM Advisors first reported a position in XMAR in Q4 2023 and has held it in 11 quarters since. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • LM Advisors held 15,380 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $656K as of Q2 2026.
  • LM Advisors bought 14,765 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $622K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.08% of LM Advisors's portfolio in Q2 2026, its #141 holding.
  • LM Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2023 and has held it in 11 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.