Authentikos Wealth Advisory’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Authentikos Wealth Advisory’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17	Closed	-$547	–	182
2023 Q3	$547	Buy	+17	New	+$551	﹤0.01%	560
2023 Q2	–	Sell	-8,246	Closed	-$249K	–	69
2023 Q1	$249K	Buy	+8,246	New	+$250K	0.25%	53

Other funds holding DMAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Authentikos Wealth Advisory's DMAR Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2023, closing a stake of 17 shares — an estimated $547 sold.

Authentikos Wealth Advisory first reported a position in DMAR in Q1 2023 and held it in 2 quarters. The position peaked at $249K in Q1 2023. 61 funds tracked by Wall St. Rank hold DMAR as of Q4 2023.

Authentikos Wealth Advisory reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 17 FT Vest US Equity Deep Buffer ETF March shares in Q4 2023, an estimated $547.
Authentikos Wealth Advisory first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2023 and held it in 2 quarters.
Authentikos Wealth Advisory's FT Vest US Equity Deep Buffer ETF March position peaked at $249K in Q1 2023.
61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.