Triumph Capital Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Triumph Capital Management’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	$256K	Hold	6,000	–	–	0.05%	325
2026 Q1	$243K	Buy	6,000 +3,000	+100%	+$121K	0.05%	304
2025 Q4	$120K	Sell	3,000 -3,000	-50%	-$119K	0.03%	399
2025 Q3	$235K	Hold	6,000	–	–	0.06%	281
2025 Q2	$230K	Hold	6,000	–	–	0.07%	258
2025 Q1	$220K	Hold	6,000	–	–	0.07%	251
2024 Q4	$217K	Hold	6,000	–	–	0.07%	253
2024 Q3	$213K	Hold	6,000	–	–	0.08%	249
2024 Q2	$207K	Sell	6,000 -30,000	-83%	-$1.02M	0.08%	225
2024 Q1	$1.21M	Buy	+36,000	New	+$1.19M	0.49%	46

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

Triumph Capital Management's XMAR Position: Q2 2026 in Review

Triumph Capital Management held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 6,000 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #325.

Triumph Capital Management first reported a position in XMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2024. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Triumph Capital Management held 6,000 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $256K as of Q2 2026.
Triumph Capital Management 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 Triumph Capital Management's portfolio in Q2 2026, its #325 holding.
Triumph Capital Management 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.
Triumph Capital Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.21M in Q1 2024.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.