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 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	–	–	﹤0.01%	126
2024 Q1	$517K	Hold	15,380	–	–	0.08%	137
2023 Q4	$506K	Buy	+15,380	New	+$495K	0.1%	115

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

LM Advisors's XMAR Position: Q1 2026 in Review

LM Advisors increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 0.16% in Q1 2026, buying an estimated $40 and bringing the position to 615 shares worth $15.4K. The position accounts for 0.24% of the portfolio, ranked #76.

LM Advisors first reported a position in XMAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $603K in Q3 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

LM Advisors held 615 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $15.4K as of Q1 2026.
LM Advisors bought 1 FT Vest US Equity Enhance & Moderate Buffer ETF March share in Q1 2026, an estimated $40.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.24% of LM Advisors's portfolio in Q1 2026, its #76 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 10 quarters since.
LM Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $603K in Q3 2025.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.