Tanglewood Legacy Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Tanglewood Legacy Advisors’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	$141K	Hold	3,300	–	–	0.05%	113
2026 Q1	$134K	Hold	3,300	–	–	0.05%	114
2025 Q4	$132K	Hold	3,300	–	–	0.05%	112
2025 Q3	$129K	Hold	3,300	–	–	0.05%	115
2025 Q2	$126K	Hold	3,300	–	–	0.05%	115
2025 Q1	$121K	Hold	3,300	–	–	0.05%	115
2024 Q4	$119K	Hold	3,300	–	–	0.05%	113
2024 Q3	$117K	Hold	3,300	–	–	0.05%	110
2024 Q2	$114K	Hold	3,300	–	–	0.05%	111
2024 Q1	$111K	Buy	+3,300	New	+$109K	0.05%	115

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

Tanglewood Legacy Advisors's XMAR Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 3,300 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #113.

Tanglewood Legacy Advisors first reported a position in XMAR in Q1 2024 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Tanglewood Legacy Advisors held 3,300 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $141K as of Q2 2026.
Tanglewood Legacy Advisors 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 0.05% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #113 holding.
Tanglewood Legacy Advisors 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.
73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.