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

Sequent Planning’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 Q1	$272K	Sell	6,709 -3,020	-31%	-$121K	0.07%	199
2025 Q4	$388K	Sell	9,729 -583	-6%	-$23K	0.1%	143
2025 Q3	$404K	Sell	10,312 -384	-4%	-$14.9K	0.11%	133
2025 Q2	$410K	Sell	10,696 -273	-2%	-$10.1K	0.13%	103
2025 Q1	$403K	Buy	10,969 +4,827	+79%	+$177K	0.15%	96
2024 Q4	$222K	Sell	6,142 -1,071	-15%	-$38.4K	0.08%	129
2024 Q3	$256K	Buy	7,213 +109	+2%	+$3.81K	0.09%	123
2024 Q2	$246K	Sell	7,104 -327	-4%	-$11.1K	0.08%	124
2024 Q1	$250K	Buy	+7,431	New	+$246K	0.09%	122

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Sequent Planning's XMAR Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 31% in Q1 2026, selling an estimated $121K and leaving 6,709 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #199.

Sequent Planning first reported a position in XMAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $410K in Q2 2025. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Sequent Planning held 6,709 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $272K as of Q1 2026.
Sequent Planning sold 3,020 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $121K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.07% of Sequent Planning's portfolio in Q1 2026, its #199 holding.
Sequent Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $410K in Q2 2025.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.