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EPG Wealth Management’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

EPG Wealth Management’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
-1,151
Closed -$33K – 441
2024
Q3 		$33K Buy
+1,151
New +$32.1K 0.01% 323
2024
Q2 		– Sell
-1,151
Closed -$30.9K – 339
2024
Q1 		$30.5K Buy
+1,151
New +$29.9K 0.01% 340

Other funds holding QMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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 $38.8B AUM 21.88% 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 $71.6B AUM 21.08% 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 $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

EPG Wealth Management's QMAR Position: Q4 2024 in Review

EPG Wealth Management sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q4 2024, closing a stake of 1,151 shares — an estimated $33K sold.

EPG Wealth Management first reported a position in QMAR in Q1 2024 and held it in 2 quarters. The position peaked at $33K in Q3 2024. 93 funds tracked by Wall St. Rank hold QMAR as of Q4 2024.

  • EPG Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • EPG Wealth Management sold 1,151 FT Vest Growth-100 Buffer ETF March shares in Q4 2024, an estimated $33K.
  • EPG Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • EPG Wealth Management's FT Vest Growth-100 Buffer ETF March position peaked at $33K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.