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

Osaic Holdings’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	$10.7M	Sell	250,907 -14,083	-5%	-$594K	0.01%	999
2026 Q1	$10.7M	Buy	264,990 +27,094	+11%	+$1.09M	0.02%	871
2025 Q4	$9.5M	Sell	237,896 -24,262	-9%	-$958K	0.01%	968
2025 Q3	$10.3M	Buy	262,158 +157,164	+150%	+$6.09M	0.01%	992
2025 Q2	$4.02M	Buy	104,994 +1,319	+1%	+$48.8K	0.01%	1392
2025 Q1	$3.81M	Sell	103,675 -7,827	-7%	-$286K	0.01%	1207
2024 Q4	$4.04M	Sell	111,502 -10,467	-9%	-$375K	0.01%	1158
2024 Q3	$4.33M	Sell	121,969 -40,171	-25%	-$1.4M	0.01%	1138
2024 Q2	$5.61M	Buy	162,140 +23,811	+17%	+$806K	0.01%	937
2024 Q1	$4.65M	Sell	138,329 -126,234	-48%	-$4.18M	0.01%	1082
2023 Q4	$8.7M	Buy	264,563 +103,458	+64%	+$3.33M	0.02%	873
2023 Q3	$5.1M	Sell	161,105 -13,325	-8%	-$422K	0.01%	1298
2023 Q2	$5.49M	Buy	174,430 +161,073	+1,206%	+$4.95M	0.01%	1107
2023 Q1	$405K	Buy	+13,357	New	+$400K	﹤0.01%	3271

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Osaic Holdings's XMAR Position: Q2 2026 in Review

Osaic Holdings reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 5.3% in Q2 2026, selling an estimated $594K and leaving 250,907 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #999.

Osaic Holdings first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.7M in Q1 2026. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Osaic Holdings held 250,907 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $10.7M as of Q2 2026.
Osaic Holdings sold 14,083 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $594K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #999 holding.
Osaic Holdings 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.
Osaic Holdings's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $10.7M in Q1 2026.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.