Baker Tilly Wealth Management’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Baker Tilly Wealth Management’s Portfolio QMAR Stock Details QMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-23,134	Closed	-$593K	–	457
2023 Q4	$593K	Sell	23,134 -600	-3%	-$14.9K	0.1%	237
2023 Q3	$570K	Hold	23,734	–	–	0.09%	227
2023 Q2	$569K	Buy	23,734 +13,734	+137%	+$314K	0.06%	304
2023 Q1	$222K	Hold	10,000	–	–	0.02%	506
2022 Q4	$189K	Hold	10,000	–	–	0.02%	512
2022 Q3	$188K	Buy	+10,000	New	+$203K	0.03%	483

Other funds holding QMAR

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Baker Tilly Wealth Management's QMAR Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q1 2024, closing a stake of 23,134 shares — an estimated $593K sold.

Baker Tilly Wealth Management first reported a position in QMAR in Q3 2022 and held it in 6 quarters. The position peaked at $593K in Q4 2023. 75 funds tracked by Wall St. Rank hold QMAR as of Q1 2024.

Baker Tilly Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 23,134 FT Vest Growth-100 Buffer ETF March shares in Q1 2024, an estimated $593K.
Baker Tilly Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF March in Q3 2022 and held it in 6 quarters.
Baker Tilly Wealth Management's FT Vest Growth-100 Buffer ETF March position peaked at $593K in Q4 2023.
75 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.