Silver Oak Securities’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Silver Oak Securities’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	$542K	Buy	12,675 +2,657	+27%	+$112K	0.03%	445
2026 Q1	$406K	Sell	10,018 -4,417	-31%	-$178K	0.03%	493
2025 Q4	$577K	Sell	14,435 -4,456	-24%	-$176K	0.04%	421
2025 Q3	$741K	Buy	18,891 +266	+1%	+$10.3K	0.06%	331
2025 Q2	$713K	Buy	18,625 +1,010	+6%	+$37.4K	0.06%	330
2025 Q1	$646K	Sell	17,615 -1,738	-9%	-$63.6K	0.06%	321
2024 Q4	$701K	Buy	19,353 +2,098	+12%	+$75.3K	0.07%	306
2024 Q3	$612K	Buy	17,255 +2,565	+17%	+$89.5K	0.06%	294
2024 Q2	$508K	Buy	14,690 +7,307	+99%	+$247K	0.08%	220
2024 Q1	$248K	Sell	7,383 -1,505	-17%	-$49.9K	0.04%	335
2023 Q4	$292K	Sell	8,888 -3,354	-27%	-$108K	0.04%	382
2023 Q3	$387K	Hold	12,242	–	–	0.08%	188
2023 Q2	$385K	Sell	12,242 -4,696	-28%	-$144K	0.06%	286
2023 Q1	$514K	Buy	+16,938	New	+$508K	0.08%	191

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 22.96% 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

Silver Oak Securities's XMAR Position: Q2 2026 in Review

Silver Oak Securities increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 27% in Q2 2026, buying an estimated $112K and bringing the position to 12,675 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #445.

Silver Oak Securities first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $741K in Q3 2025. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Silver Oak Securities held 12,675 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $542K as of Q2 2026.
Silver Oak Securities bought 2,657 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $112K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #445 holding.
Silver Oak Securities first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
Silver Oak Securities's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $741K in Q3 2025.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.