Concourse Financial Group Securities’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-60,676	Closed	-$1.85M	–	1581
2024 Q4	$1.85M	Sell	60,676 -4,482	-7%	-$132K	0.1%	196
2024 Q3	$1.87M	Sell	65,158 -2,938	-4%	-$82K	0.11%	184
2024 Q2	$1.91M	Buy	68,096 +7,983	+13%	+$214K	0.12%	173
2024 Q1	$1.59M	Buy	60,113 +54,704	+1,011%	+$1.42M	0.1%	204
2023 Q4	$139K	Hold	5,409	–	–	0.01%	785
2023 Q3	$130K	Hold	5,409	–	–	0.01%	757
2023 Q2	$130K	Buy	5,409 +2,081	+63%	+$47.5K	0.01%	784
2023 Q1	$73.8K	Buy	3,328 +1,128	+51%	+$23.4K	0.01%	961
2022 Q4	$41.6K	Hold	2,200	–	–	﹤0.01%	1158
2022 Q3	$41K	Hold	2,200	–	–	﹤0.01%	1025
2022 Q2	$42K	Hold	2,200	–	–	﹤0.01%	1162
2022 Q1	$50K	Hold	2,200	–	–	﹤0.01%	1148
2021 Q4	$50K	Hold	2,200	–	–	﹤0.01%	1290
2021 Q3	$48K	Buy	+2,200	New	+$48.3K	﹤0.01%	1328

Other funds holding QMAR

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concourse Financial Group Securities's QMAR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q1 2025, closing a stake of 60,676 shares — an estimated $1.85M sold.

Concourse Financial Group Securities first reported a position in QMAR in Q3 2021 and held it in 14 quarters. The position peaked at $1.91M in Q2 2024. 87 funds tracked by Wall St. Rank hold QMAR as of Q1 2025.

Concourse Financial Group Securities reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 60,676 FT Vest Growth-100 Buffer ETF March shares in Q1 2025, an estimated $1.85M.
Concourse Financial Group Securities first reported a position in FT Vest Growth-100 Buffer ETF March in Q3 2021 and held it in 14 quarters.
Concourse Financial Group Securities's FT Vest Growth-100 Buffer ETF March position peaked at $1.91M in Q2 2024.
87 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.