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

TruNorth 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
2025
Q4 		– Sell
-800
Closed -$31.4K – 402
2025
Q3 		$31.4K Hold
800
– – 0.01% 246
2025
Q2 		$30.6K Hold
800
– – 0.01% 213
2025
Q1 		$29.4K Buy
+800
New +$29.3K 0.01% 266

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $267M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

TruNorth Capital Management's XMAR Position: Q4 2025 in Review

TruNorth Capital Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2025, closing a stake of 800 shares — an estimated $31.4K sold.

TruNorth Capital Management first reported a position in XMAR in Q1 2025 and held it in 3 quarters. The position peaked at $31.4K in Q3 2025. 70 funds tracked by Wall St. Rank hold XMAR as of Q4 2025.

  • TruNorth Capital Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 800 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2025, an estimated $31.4K.
  • TruNorth Capital Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2025 and held it in 3 quarters.
  • TruNorth Capital Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $31.4K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.