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

Summit Financial’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 		$476K Buy
+11,128
New +$469K 0.01% 1113

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

Summit Financial's XMAR Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2026: 11,128 shares worth $476K. The stake represents 0.01% of the portfolio and ranks #1113 among its holdings.

71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

  • Summit Financial held 11,128 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $476K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March was a new Summit Financial position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1113 holding.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.