Avantax Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
5,960
-107
| -2% | -$4.1K | ﹤0.01% | 2114 |
|
|
2025
Q1 | $223K | Sell |
6,067
-2,589
| -30% | -$95.1K | ﹤0.01% | 2042 |
|
|
2024
Q4 | $313K | Sell |
8,656
-14
| -0.2% | -$507 | ﹤0.01% | 1752 |
|
|
2024
Q3 | $308K | Hold |
8,670
| – | – | ﹤0.01% | 1727 |
|
|
2024
Q2 | $300K | Buy |
8,670
+949
| +12% | +$32.8K | ﹤0.01% | 1698 |
|
|
2024
Q1 | $260K | Buy |
+7,721
| New | +$260K | ﹤0.01% | 1385 |
|