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XMAR icon

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
Q2 		$469K Buy
10,976
+4,267
+64% +$180K 0.1% 157
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $85.1B AUM 27.35% 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
ACA
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Sequent Planning's XMAR Position: Q2 2026 in Review

Sequent Planning increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 64% in Q2 2026, buying an estimated $180K and bringing the position to 10,976 shares worth $469K. The position accounts for 0.1% of the portfolio, ranked #157.

Sequent Planning first reported a position in XMAR in Q1 2024 and has held it in 10 quarters since. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • Sequent Planning held 10,976 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $469K as of Q2 2026.
  • Sequent Planning bought 4,267 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $180K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.1% of Sequent Planning's portfolio in Q2 2026, its #157 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 10 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.