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

PFS Partners’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	$12.2M	Sell	285,666 -7,625	-3%	-$321K	4.94%	5
2026 Q1	$11.9M	Sell	293,291 -21,692	-7%	-$872K	5.44%	5
2025 Q4	$12.6M	Sell	314,983 -2,631	-0.8%	-$104K	5.75%	5
2025 Q3	$12.5M	Sell	317,614 -2,269	-0.7%	-$88K	5.93%	5
2025 Q2	$12.2M	Sell	319,883 -1,210	-0.4%	-$44.8K	6.17%	5
2025 Q1	$11.8M	Sell	321,093 -36,707	-10%	-$1.34M	6.24%	5
2024 Q4	$13M	Sell	357,800 -1,742	-0.5%	-$62.5K	6.93%	4
2024 Q3	$12.8M	Sell	359,542 -10,423	-3%	-$364K	7.21%	4
2024 Q2	$12.8M	Buy	369,965 +7,671	+2%	+$260K	7.96%	3
2024 Q1	$12.2M	Buy	362,294 +56,624	+19%	+$1.88M	8.08%	4
2023 Q4	$10.1M	Sell	305,670 -3,378	-1%	-$109K	6.87%	4
2023 Q3	$9.78M	Sell	309,048 -1,116	-0.4%	-$35.3K	8.62%	4
2023 Q2	$9.76M	Sell	310,164 -458	-0.1%	-$14.1K	8.17%	4
2023 Q1	$9.42M	Buy	+310,622	New	+$9.31M	9.2%	3

Other funds holding XMAR

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

RFG

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

PFS Partners's XMAR Position: Q2 2026 in Review

PFS Partners reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 2.6% in Q2 2026, selling an estimated $321K and leaving 285,666 shares worth $12.2M. The position accounts for 4.94% of the portfolio, ranked #5.

PFS Partners first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $13M in Q4 2024. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

PFS Partners held 285,666 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $12.2M as of Q2 2026.
PFS Partners sold 7,625 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $321K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 4.94% of PFS Partners's portfolio in Q2 2026, its #5 holding.
PFS Partners 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.
PFS Partners's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $13M in Q4 2024.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.