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Bouchey Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Bouchey Financial Group’s Portfolio XMAR Stock Details XMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,600
Closed -$767K – 166
2024
Q3 		$767K Sell
21,600
-733
-3% -$25.6K 0.07% 60
2024
Q2 		$772K Buy
22,333
+12,865
+136% +$435K 0.07% 52
2024
Q1 		$318K Buy
+9,468
New +$314K 0.03% 102

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bouchey Financial Group's XMAR Position: Q4 2024 in Review

Bouchey Financial Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2024, closing a stake of 21,600 shares — an estimated $767K sold.

Bouchey Financial Group first reported a position in XMAR in Q1 2024 and held it in 3 quarters. The position peaked at $772K in Q2 2024. 74 funds tracked by Wall St. Rank hold XMAR as of Q4 2024.

  • Bouchey Financial Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Bouchey Financial Group sold 21,600 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2024, an estimated $767K.
  • Bouchey Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • Bouchey Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $772K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2024.

Based on Bouchey Financial Group's 13F filing for Q4 2024, filed 5 Feb 2025.