Envestnet Portfolio Solutions, Inc. XMAR β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Envestnet Portfolio Solutions, Inc.  Β·  2 quarters on record

AI Ownership Summary

Envestnet Portfolio Solutions, Inc. reported FIRST TR EXCHNG TRADED FD VI (XMAR) in 2 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows XMAR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Envestnet Portfolio Solutions, Inc.'s position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XMAR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Envestnet Portfolio Solutions, Inc. held XMAR β€” position size vs. price
% of Fund (quarterly)    XMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 5,663 -3,371 -37.3% 0.00% $242K 2026-07-20 $42.78
2024 Q4 INITIATED β€” β€” β€” 9,034 β€” β€” 0.00% $327K 2025-02-10 $36.60

FAQ About Envestnet Portfolio Solutions, Inc. and XMAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Envestnet Portfolio Solutions, Inc. reported owning XMAR?

Envestnet Portfolio Solutions, Inc. reported XMAR across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported XMAR position in Envestnet Portfolio Solutions, Inc.'s portfolio?

The largest reported portfolio weight for XMAR was 0.00% in 2026 Q2.

What is the latest reported XMAR position on this page?

The most recent filing on this page is 2026 Q2, when Envestnet Portfolio Solutions, Inc. reported 5,663 shares, equal to 0.00% of portfolio, with an estimated market value of $242K.

What does the chart on this XMAR ownership page compare?

The chart compares Envestnet Portfolio Solutions, Inc.'s quarterly XMAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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