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

Octavia Wealth 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	$1M	Hold	23,422	–	–	0.09%	75
2026 Q1	$948K	Hold	23,422	–	–	0.09%	79
2025 Q4	$935K	Sell	23,422 -1,400	-6%	-$55.3K	0.09%	86
2025 Q3	$974K	Buy	24,822 +1,400	+6%	+$54.3K	0.1%	83
2025 Q2	$897K	Hold	23,422	–	–	0.1%	82
2025 Q1	$861K	Hold	23,422	–	–	0.1%	82
2024 Q4	$848K	Sell	23,422 -903	-4%	-$32.4K	0.1%	80
2024 Q3	$863K	Sell	24,325 -1,677	-6%	-$58.5K	0.11%	80
2024 Q2	$899K	Hold	26,002	–	–	0.12%	81
2024 Q1	$874K	Sell	26,002 -1,007	-4%	-$33.4K	0.13%	81
2023 Q4	$888K	Sell	27,009 -1,400	-5%	-$45.1K	0.16%	77
2023 Q3	$899K	Buy	28,409 +57	+0.2%	+$1.8K	0.18%	69
2023 Q2	$892K	Sell	28,352 -1,341	-5%	-$41.2K	0.18%	68
2023 Q1	$901K	Buy	+29,693	New	+$890K	0.2%	64

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

Octavia Wealth Advisors's XMAR Position: Q2 2026 in Review

Octavia Wealth Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 23,422 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #75.

Octavia Wealth Advisors first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Octavia Wealth Advisors held 23,422 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $1M as of Q2 2026.
Octavia Wealth Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.09% of Octavia Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Octavia Wealth 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.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.