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 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

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Triumph Capital Management's XMAR Position: Q1 2026 in Review

Triumph Capital Management increased its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 100% in Q1 2026, buying an estimated $121K and bringing the position to 6,000 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #304.

Triumph Capital Management first reported a position in XMAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q1 2024. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Triumph Capital Management held 6,000 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $243K as of Q1 2026.
Triumph Capital Management bought 3,000 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $121K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.05% of Triumph Capital Management's portfolio in Q1 2026, its #304 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 9 quarters since.
Triumph Capital Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.21M in Q1 2024.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.