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Clear Creek Financial Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Clear Creek Financial Management’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
2023
Q3 		– Sell
-7,445
Closed -$234K – 348
2023
Q2 		$234K Buy
+7,445
New +$229K 0.04% 279

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PP
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HI
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KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clear Creek Financial Management's XMAR Position: Q3 2023 in Review

Clear Creek Financial Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2023, closing a stake of 7,445 shares — an estimated $234K sold.

Clear Creek Financial Management first reported a position in XMAR in Q2 2023 and held it in 1 quarter. The position peaked at $234K in Q2 2023. 61 funds tracked by Wall St. Rank hold XMAR as of Q3 2023.

  • Clear Creek Financial Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q3 2023 after selling out during the quarter.
  • Clear Creek Financial Management sold 7,445 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q3 2023, an estimated $234K.
  • Clear Creek Financial Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and held it in 1 quarter.
  • Clear Creek Financial Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $234K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2023.

Based on Clear Creek Financial Management's 13F filing for Q3 2023, filed 24 Oct 2023.