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GeoWealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

GeoWealth Management’s Portfolio MARM Stock Details MARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,208
Closed -$36.8K – 1893
2024
Q3 		$36.8K Buy
+1,208
New +$36.2K ﹤0.01% 1160

Other funds holding MARM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

GeoWealth Management's MARM Position: Q4 2024 in Review

GeoWealth Management sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q4 2024, closing a stake of 1,208 shares — an estimated $36.8K sold.

GeoWealth Management first reported a position in MARM in Q3 2024 and held it in 1 quarter. The position peaked at $36.8K in Q3 2024. 79 funds tracked by Wall St. Rank hold MARM as of Q4 2024.

  • GeoWealth Management reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 1,208 FT Vest US Equity Max Buffer ETF March shares in Q4 2024, an estimated $36.8K.
  • GeoWealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Max Buffer ETF March position peaked at $36.8K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q4 2024.

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