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

Principal Securities’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
2025
Q4 		– Sell
-232
Closed -$9.1K – 3533
2025
Q3 		$9.1K Hold
232
– – ﹤0.01% 2756
2025
Q2 		$8.88K Sell
232
-500
-68% -$18.5K ﹤0.01% 2655
2025
Q1 		$26.5K Hold
732
– – ﹤0.01% 2057
2024
Q4 		$26.5K Hold
732
– – ﹤0.01% 2052
2024
Q3 		$26K Hold
732
– – ﹤0.01% 1994
2024
Q2 		$25.3K Hold
732
– – ﹤0.01% 1944
2024
Q1 		$24.6K Sell
732
-11,875
-94% -$393K ﹤0.01% 1906
2023
Q4 		$415K Buy
+12,607
New +$406K 0.02% 677

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
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

Principal Securities's XMAR Position: Q4 2025 in Review

Principal Securities sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2025, closing a stake of 232 shares — an estimated $9.1K sold.

Principal Securities first reported a position in XMAR in Q4 2023 and held it in 8 quarters. The position peaked at $415K in Q4 2023. 70 funds tracked by Wall St. Rank hold XMAR as of Q4 2025.

  • Principal Securities reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 232 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2025, an estimated $9.1K.
  • Principal Securities first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2023 and held it in 8 quarters.
  • Principal Securities's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $415K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.