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

Stonebridge Financial Planning 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	$231K	Hold	5,400	–	–	0.07%	169
2026 Q1	$219K	Hold	5,400	–	–	0.08%	165
2025 Q4	$216K	Hold	5,400	–	–	0.08%	163
2025 Q3	$212K	Hold	5,400	–	–	0.08%	166
2025 Q2	$207K	Buy	+5,400	New	+$200K	0.09%	163
2025 Q1	–	Sell	-6,450	Closed	-$233K	–	168
2024 Q4	$233K	Sell	6,450 -2,665	-29%	-$95.6K	0.1%	151
2024 Q3	$323K	Hold	9,115	–	–	0.15%	131
2024 Q2	$315K	Buy	9,115 +2,665	+41%	+$90.2K	0.16%	133
2024 Q1	$217K	Sell	6,450 -1,255	-16%	-$41.6K	0.11%	147
2023 Q4	$253K	Sell	7,705 -1,515	-16%	-$48.8K	0.15%	128
2023 Q3	$292K	Sell	9,220 -840	-8%	-$26.6K	0.19%	115
2023 Q2	$316K	Buy	+10,060	New	+$309K	0.19%	105

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

Stonebridge Financial Planning Group's XMAR Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 5,400 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #169.

Stonebridge Financial Planning Group first reported a position in XMAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $323K in Q3 2024. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Stonebridge Financial Planning Group held 5,400 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $231K as of Q2 2026.
Stonebridge Financial Planning Group 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 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #169 holding.
Stonebridge Financial Planning Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and has held it in 12 quarters since.
Stonebridge Financial Planning Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $323K in Q3 2024.
73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.