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

QTR Family Wealth’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	$491K	Sell	11,481 -58	-0.5%	-$2.44K	0.17%	134
2026 Q1	$481K	Sell	11,539 -1,128	-9%	-$45.3K	0.2%	121
2025 Q4	$509K	Sell	12,667 -672	-5%	-$26.5K	0.22%	102
2025 Q3	$523K	Sell	13,339 -178	-1%	-$6.9K	0.25%	87
2025 Q2	$518K	Sell	13,517 -391	-3%	-$14.5K	0.32%	73
2025 Q1	$511K	Buy	+13,908	New	+$509K	0.39%	67

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 22.9% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

QTR Family Wealth's XMAR Position: Q2 2026 in Review

QTR Family Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 0.5% in Q2 2026, selling an estimated $2.44K and leaving 11,481 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #134.

QTR Family Wealth first reported a position in XMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $523K in Q3 2025. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

QTR Family Wealth held 11,481 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $491K as of Q2 2026.
QTR Family Wealth sold 58 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $2.44K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.17% of QTR Family Wealth's portfolio in Q2 2026, its #134 holding.
QTR Family Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $523K in Q3 2025.
73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.