SFG
XMAR icon

SageGuard Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

SageGuard Financial Group’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 		$457K Sell
10,696
-99
-0.9% -$4.17K 0.06% 140
2026
Q1 		$437K Sell
10,795
-1,409
-12% -$56.6K 0.07% 129
2025
Q4 		$487K Buy
+12,204
New +$482K 0.08% 119

Other funds holding XMAR

PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SageGuard Financial Group's XMAR Position: Q2 2026 in Review

SageGuard Financial Group reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 0.92% in Q2 2026, selling an estimated $4.17K and leaving 10,696 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #140.

SageGuard Financial Group first reported a position in XMAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $487K in Q4 2025. 40 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • SageGuard Financial Group held 10,696 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $457K as of Q2 2026.
  • SageGuard Financial Group sold 99 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $4.17K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.06% of SageGuard Financial Group's portfolio in Q2 2026, its #140 holding.
  • SageGuard Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $487K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.