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Cary Street Partners Investment Advisory’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-19,195
Closed -$550K – 693
2024
Q3 		$550K Sell
19,195
-16,995
-47% -$474K 0.02% 476
2024
Q2 		$1.01M Buy
+36,190
New +$971K 0.04% 345

Other funds holding QMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q4 2024, closing a stake of 19,195 shares — an estimated $550K sold.

Cary Street Partners Investment Advisory first reported a position in QMAR in Q2 2024 and held it in 2 quarters. The position peaked at $1.01M in Q2 2024. 93 funds tracked by Wall St. Rank hold QMAR as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 19,195 FT Vest Growth-100 Buffer ETF March shares in Q4 2024, an estimated $550K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2024 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's FT Vest Growth-100 Buffer ETF March position peaked at $1.01M in Q2 2024.
  • 93 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.