Gallagher Fiduciary Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
13,063
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $486K | Buy |
13,063
+330
| +3% | +$12.3K | 0.02% | 159 |
|
|
2024
Q4 | $477K | Sell |
12,733
-150
| -1% | -$5.62K | 0.09% | 148 |
|
|
2024
Q3 | $473K | Hold |
12,883
| – | – | 0.1% | 121 |
|
|
2024
Q2 | $457K | Sell |
12,883
-2,914
| -18% | -$103K | 0.1% | 108 |
|
|
2024
Q1 | $544K | Buy |
15,797
+8,640
| +121% | +$297K | 0.02% | 105 |
|
|
2023
Q4 | $239K | Hold |
7,157
| – | – | 0.01% | 165 |
|
|
2023
Q3 | $227K | Hold |
7,157
| – | – | 0.02% | 152 |
|
|
2023
Q2 | $228K | Buy |
+7,157
| New | +$228K | 0.02% | 193 |
|