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Avantax Advisory Services’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Avantax Advisory Services’s Portfolio GMAR Stock Details GMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,799
Closed -$250K – 2221
2024
Q3 		$250K Sell
6,799
-15,121
-69% -$542K ﹤0.01% 1882
2024
Q2 		$777K Sell
21,920
-12,691
-37% -$439K 0.01% 1118
2024
Q1 		$1.19M Buy
+34,611
New +$1.17M 0.01% 690

Other funds holding GMAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Avantax Advisory Services's GMAR Position: Q4 2024 in Review

Avantax Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2024, closing a stake of 6,799 shares — an estimated $250K sold.

Avantax Advisory Services first reported a position in GMAR in Q1 2024 and held it in 3 quarters. The position peaked at $1.19M in Q1 2024. 115 funds tracked by Wall St. Rank hold GMAR as of Q4 2024.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 6,799 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2024, an estimated $250K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • Avantax Advisory Services's FT Vest US Equity Moderate Buffer ETF March position peaked at $1.19M in Q1 2024.
  • 115 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.