UBS Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

UBS Group’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	$3.97K	Buy	+93	New	+$3.92K	﹤0.01%	9113
2026 Q1	–	Sell	-842	Closed	-$33.6K	–	11254
2025 Q4	$33.6K	Buy	842 +230	+38%	+$9.09K	﹤0.01%	7456
2025 Q3	$24K	Sell	612 -1,903	-76%	-$73.8K	﹤0.01%	8038
2025 Q2	$96.3K	Sell	2,515 -1,074	-30%	-$39.7K	﹤0.01%	7270
2025 Q1	$132K	Buy	3,589 +3,197	+816%	+$117K	﹤0.01%	6829
2024 Q4	$14.2K	Sell	392 -11,574	-97%	-$415K	﹤0.01%	8105
2024 Q3	$425K	Buy	11,966 +11,388	+1,970%	+$397K	﹤0.01%	5343
2024 Q2	$20K	Buy	+578	New	+$19.6K	﹤0.01%	7305
2024 Q1	–	Sell	-4,720	Closed	-$155K	–	10111
2023 Q4	$155K	Buy	4,720 +4,504	+2,085%	+$145K	﹤0.01%	5932
2023 Q3	$6.83K	Sell	216 -1,260	-85%	-$39.9K	﹤0.01%	7268
2023 Q2	$46.4K	Buy	+1,476	New	+$45.4K	﹤0.01%	6516

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

UBS Group's XMAR Position: Q2 2026 in Review

UBS Group opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2026: 93 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #9113 among its holdings. This is a return to the name: UBS Group previously reported a position in XMAR as recently as Q4 2025.

UBS Group first reported a position in XMAR in Q2 2023 and has held it in 11 quarters since. The position peaked at $425K in Q3 2024. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

UBS Group held 93 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $3.97K as of Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March was a new UBS Group position in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9113 holding.
UBS Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and has held it in 11 quarters since.
UBS Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $425K in Q3 2024.
73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.