Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Steward Partners Investment Advisory’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	$381K	Hold	8,925	–	–	﹤0.01%	1870
2026 Q1	$361K	Buy	8,925 +6,288	+238%	+$253K	﹤0.01%	1695
2025 Q4	$105K	Sell	2,637 -336	-11%	-$13.3K	﹤0.01%	2261
2025 Q3	$117K	Sell	2,973 -48	-2%	-$1.86K	﹤0.01%	2136
2025 Q2	$116K	Sell	3,021 -328	-10%	-$12.1K	﹤0.01%	2028
2025 Q1	$123K	Sell	3,349 -102	-3%	-$3.73K	﹤0.01%	1901
2024 Q4	$125K	Sell	3,451 -183	-5%	-$6.57K	﹤0.01%	1867
2024 Q3	$129K	Buy	3,634 +102	+3%	+$3.56K	﹤0.01%	1753
2024 Q2	$122K	Hold	3,532	–	–	﹤0.01%	1684
2024 Q1	$119K	Sell	3,532 -65,886	-95%	-$2.18M	﹤0.01%	1677
2023 Q4	$2.28M	Sell	69,418 -300	-0.4%	-$9.66K	0.03%	469
2023 Q3	$2.21M	Sell	69,718 -100	-0.1%	-$3.17K	0.03%	448
2023 Q2	$2.2M	Buy	69,818 +4,218	+6%	+$130K	0.03%	454
2023 Q1	$1.99M	Buy	+65,600	New	+$1.97M	0.03%	464

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

Steward Partners Investment Advisory's XMAR Position: Q2 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 8,925 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Steward Partners Investment Advisory first reported a position in XMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.28M in Q4 2023. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Steward Partners Investment Advisory held 8,925 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $381K as of Q2 2026.
Steward Partners Investment Advisory left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1870 holding.
Steward Partners Investment Advisory 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.
Steward Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $2.28M in Q4 2023.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.