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GeoWealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

GeoWealth Management’s Portfolio DMAR Stock Details DMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,852
Closed -$134K – 877
2024
Q1 		$134K Buy
+3,852
New +$132K 0.01% 748

Other funds holding DMAR

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GeoWealth Management's DMAR Position: Q2 2024 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q2 2024, closing a stake of 3,852 shares — an estimated $134K sold.

GeoWealth Management first reported a position in DMAR in Q1 2024 and held it in 1 quarter. The position peaked at $134K in Q1 2024. 90 funds tracked by Wall St. Rank hold DMAR as of Q2 2024.

  • GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • GeoWealth Management sold 3,852 FT Vest US Equity Deep Buffer ETF March shares in Q2 2024, an estimated $134K.
  • GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Deep Buffer ETF March position peaked at $134K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2024.

Based on GeoWealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.