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Gerber Kawasaki Wealth & Investment Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q1 		– Sell
-42,245
Closed -$1.7M – 288
2023
Q4 		$1.7M Buy
+42,245
New +$1.39M 0.1% 107

Other funds holding DMAR

LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DMAR Position: Q1 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2024, closing a stake of 42,245 shares — an estimated $1.7M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DMAR in Q4 2023 and held it in 1 quarter. The position peaked at $1.7M in Q4 2023. 71 funds tracked by Wall St. Rank hold DMAR as of Q1 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 42,245 FT Vest US Equity Deep Buffer ETF March shares in Q1 2024, an estimated $1.7M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2023 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's FT Vest US Equity Deep Buffer ETF March position peaked at $1.7M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2024, filed 14 May 2024.