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 Q3	$262K	Hold	6,000	–	–	0.05%	328
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

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

Triumph Capital Management's XMAR Position: Q3 2026 in Review

Triumph Capital Management held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q3 2026 at 6,000 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #328.

Triumph Capital Management first reported a position in XMAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.21M in Q1 2024. 15 funds tracked by Wall St. Rank hold XMAR as of Q3 2026.

Triumph Capital Management held 6,000 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $262K as of Q3 2026.
Triumph Capital Management left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up 0.05% of Triumph Capital Management's portfolio in Q3 2026, its #328 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 11 quarters since.
Triumph Capital Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.21M in Q1 2024.
15 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.