XMAR β€” FT VEST US EQUITY ENHANCE & MOD BUFFER ETF - MAR

Ownership history in INVENIO WEALTH PARTNERS LLC  Β·  3 quarters on record

AI Ownership Summary

INVENIO WEALTH PARTNERS LLC reported FT VEST US EQUITY ENHANCE & MOD BUFFER ETF - MAR (XMAR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.1% in 2025 Q2. The latest visible filing shows XMAR at 0.93% 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 INVENIO WEALTH PARTNERS LLC's position in FT VEST US EQUITY ENHANCE & MOD BUFFER ETF - MAR, 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
2025 Q4

XMAR was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 INVENIO WEALTH PARTNERS LLC held XMAR β€” position size vs. price
% of Fund (quarterly)    XMAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 62,439 -4,747 -7.1% 0.93% $2.5M 2026-02-14 (Est.) $40.17
2025 Q3 REDUCED 67,186 -5,083 -7.0% 0.96% $2.6M 2025-11-13 $39.37
2025 Q2 INITIATED 72,269 β€” β€” 1.10% $2.8M 2025-08-11 $38.69

🏒 Other funds also holding XMAR

As of 2026 Q1 β€” sorted by position size

PFS Partners, LLC 5.44% First Heartland Consultants, Inc. 3Y 7Y 0.05% DHJJ Financial Advisors, Ltd. 3Y 0.05%

FAQ About INVENIO WEALTH PARTNERS LLC and XMAR

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

How long has INVENIO WEALTH PARTNERS LLC reported owning XMAR?

INVENIO WEALTH PARTNERS LLC reported XMAR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported XMAR position in INVENIO WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for XMAR was 1.10% in 2025 Q2.

What is the latest reported XMAR position on this page?

The most recent filing on this page is 2025 Q4, when INVENIO WEALTH PARTNERS LLC reported 62,439 shares, equal to 0.93% of portfolio, with an estimated market value of $2.5M.

What does the chart on this XMAR ownership page compare?

The chart compares INVENIO WEALTH PARTNERS LLC'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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