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B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

B. Riley Wealth Advisors’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 		$370K Sell
9,875
-84,700
-90% -$3.15M 0.01% 791
2024
Q3 		$3.45M Sell
94,575
-275
-0.3% -$9.87K 0.1% 207
2024
Q2 		$3.36M Buy
+94,850
New +$3.28M 0.09% 221

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

B. Riley Wealth Advisors's GMAR Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 90% in Q4 2024, selling an estimated $3.15M and leaving 9,875 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #791.

B. Riley Wealth Advisors first reported a position in GMAR in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.45M in Q3 2024. 115 funds tracked by Wall St. Rank hold GMAR as of Q4 2024.

  • B. Riley Wealth Advisors held 9,875 shares of FT Vest US Equity Moderate Buffer ETF March worth $370K as of Q4 2024.
  • B. Riley Wealth Advisors sold 84,700 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2024, an estimated $3.15M.
  • FT Vest US Equity Moderate Buffer ETF March made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #791 holding.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $3.45M in Q3 2024.
  • 115 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.