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GeoWealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

GeoWealth Management’s Portfolio XMAR Stock Details XMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-667
Closed -$24.1K – 1801
2024
Q4 		$24.1K Buy
+667
New +$23.9K ﹤0.01% 1341

Other funds holding XMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GeoWealth Management's XMAR Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2025, closing a stake of 667 shares — an estimated $24.1K sold.

GeoWealth Management first reported a position in XMAR in Q4 2024 and held it in 1 quarter. The position peaked at $24.1K in Q4 2024. 73 funds tracked by Wall St. Rank hold XMAR as of Q1 2025.

  • GeoWealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 667 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2025, an estimated $24.1K.
  • GeoWealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $24.1K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2025.

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