CreativeOne Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
50,418
+5,461
| +12% | +$209K | 0.05% | 356 |
|
|
2025
Q1 | $1.65M | Sell |
44,957
-2,350
| -5% | -$86.4K | 0.05% | 341 |
|
|
2024
Q4 | $1.71M | Buy |
47,307
+19,658
| +71% | +$712K | 0.05% | 325 |
|
|
2024
Q3 | $981K | Buy |
+27,649
| New | +$981K | 0.03% | 438 |
|
|
2024
Q2 | – | Sell |
-31,018
| Closed | -$1.04M | – | 934 |
|
|
2024
Q1 | $1.04M | Buy |
+31,018
| New | +$1.04M | 0.04% | 368 |
|
|
2023
Q3 | – | Sell |
-30,018
| Closed | -$944K | – | 843 |
|
|
2023
Q2 | $944K | Buy |
30,018
+20,025
| +200% | +$630K | 0.04% | 342 |
|
|
2023
Q1 | $303K | Buy |
+9,993
| New | +$303K | 0.02% | 634 |
|