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Claro Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Claro Advisors’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
-5,698
Closed -$202K – 551
2024
Q3 		$202K Buy
+5,698
New +$199K 0.03% 487

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

Claro Advisors's XMAR Position: Q4 2024 in Review

Claro Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2024, closing a stake of 5,698 shares — an estimated $202K sold.

Claro Advisors first reported a position in XMAR in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 74 funds tracked by Wall St. Rank hold XMAR as of Q4 2024.

  • Claro Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 5,698 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2024, an estimated $202K.
  • Claro Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q3 2024 and held it in 1 quarter.
  • Claro Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $202K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.