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

Sage Capital 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
2025
Q1 		– Sell
-18,482
Closed -$669K – 145
2024
Q4 		$669K Buy
+18,482
New +$663K 0.17% 83

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $267M AUM 19.62% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sage Capital Advisors's XMAR Position: Q1 2025 in Review

Sage Capital Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2025, closing a stake of 18,482 shares — an estimated $669K sold.

Sage Capital Advisors first reported a position in XMAR in Q4 2024 and held it in 1 quarter. The position peaked at $669K in Q4 2024. 73 funds tracked by Wall St. Rank hold XMAR as of Q1 2025.

  • Sage Capital Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Sage Capital Advisors sold 18,482 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2025, an estimated $669K.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and held it in 1 quarter.
  • Sage Capital Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $669K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2025.

Based on Sage Capital Advisors's 13F filing for Q1 2025, filed 4 Apr 2025.