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GeoWealth Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

GeoWealth Management’s Portfolio GMAR Stock Details GMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-432
Closed -$16.2K – 1357
2024
Q4 		$16.2K Buy
+432
New +$16.1K ﹤0.01% 1419

Other funds holding GMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

GeoWealth Management's GMAR Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q1 2025, closing a stake of 432 shares — an estimated $16.2K sold.

GeoWealth Management first reported a position in GMAR in Q4 2024 and held it in 1 quarter. The position peaked at $16.2K in Q4 2024. 108 funds tracked by Wall St. Rank hold GMAR as of Q1 2025.

  • GeoWealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 432 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2025, an estimated $16.2K.
  • GeoWealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $16.2K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.