GM
XAPR

GeoWealth Management’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April XAPR Stock Holding History

GeoWealth Management’s Portfolio XAPR Stock Details XAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-785
Closed -$25.4K – 1818
2024
Q4 		$25.4K Buy
+785
New +$25.2K ﹤0.01% 1328

Other funds holding XAPR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

GeoWealth Management's XAPR Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April (XAPR) in Q1 2025, closing a stake of 785 shares — an estimated $25.4K sold.

GeoWealth Management first reported a position in XAPR in Q4 2024 and held it in 1 quarter. The position peaked at $25.4K in Q4 2024. 18 funds tracked by Wall St. Rank hold XAPR as of Q1 2025.

  • GeoWealth Management reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 785 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April shares in Q1 2025, an estimated $25.4K.
  • GeoWealth Management first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April position peaked at $25.4K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April as of Q1 2025.

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