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

Mutual 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	$898K	Sell	21,002 -675	-3%	-$28.4K	0.02%	695
2026 Q1	$878K	Sell	21,677 -10	-0%	-$402	0.02%	645
2025 Q4	$866K	Sell	21,687 -2,514	-10%	-$99.3K	0.02%	629
2025 Q3	$953K	Sell	24,201 -400	-2%	-$15.5K	0.02%	586
2025 Q2	$950K	Sell	24,601 -100	-0.4%	-$3.7K	0.02%	532
2025 Q1	$901K	Sell	24,701 -400	-2%	-$14.6K	0.03%	482
2024 Q4	$914K	Hold	25,101	–	–	0.03%	506
2024 Q3	$894K	Hold	25,101	–	–	0.03%	519
2024 Q2	$871K	Hold	25,101	–	–	0.03%	525
2024 Q1	$844K	Sell	25,101 -3,500	-12%	-$116K	0.03%	527
2023 Q4	$940K	Sell	28,601 -1,000	-3%	-$32.2K	0.03%	469
2023 Q3	$937K	Hold	29,601	–	–	0.04%	441
2023 Q2	$931K	Buy	29,601 +13,630	+85%	+$419K	0.04%	457
2023 Q1	$484K	Buy	+15,971	New	+$479K	0.02%	636

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

Mutual Advisors's XMAR Position: Q2 2026 in Review

Mutual Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 3.1% in Q2 2026, selling an estimated $28.4K and leaving 21,002 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #695.

Mutual Advisors first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $953K in Q3 2025. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Mutual Advisors held 21,002 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $898K as of Q2 2026.
Mutual Advisors sold 675 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $28.4K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #695 holding.
Mutual Advisors 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.
Mutual Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $953K in Q3 2025.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.