Cary Street Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Cary Street Partners Investment Advisory’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	-8,870	Closed	-$326K	–	594
2024 Q3	$326K	Sell	8,870 -300	-3%	-$10.8K	0.01%	603
2024 Q2	$325K	Buy	+9,170	New	+$317K	0.01%	573

Other funds holding GMAR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $1.03B AUM 34.9% 1-Year Est. Return

Cary Street Partners Investment Advisory's GMAR Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2024, closing a stake of 8,870 shares — an estimated $326K sold.

Cary Street Partners Investment Advisory first reported a position in GMAR in Q2 2024 and held it in 2 quarters. The position peaked at $326K in Q3 2024. 115 funds tracked by Wall St. Rank hold GMAR as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 8,870 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2024, an estimated $326K.
Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 2 quarters.
Cary Street Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF March position peaked at $326K 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 Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.