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

Wood Tarver Financial 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
2025
Q3 		– Sell
-148
Closed -$5K – 669
2025
Q2 		$5K Hold
148
– – ﹤0.01% 470
2025
Q1 		$5.44K Hold
148
– – ﹤0.01% 458
2024
Q4 		$5K Buy
+148
New +$5.31K ﹤0.01% 452

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 $218M AUM 13.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Wood Tarver Financial Group's XMAR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2025, closing a stake of 148 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in XMAR in Q4 2024 and held it in 3 quarters. The position peaked at $5.44K in Q1 2025. 71 funds tracked by Wall St. Rank hold XMAR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 148 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $5.44K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.