GRP
XMAR icon

Global Retirement Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Global Retirement Partners’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
2024
Q4 		$64.2K Hold
1,774
– – ﹤0.01% 1499
2024
Q3 		$63K Sell
1,774
-268
-13% -$9.35K ﹤0.01% 1452
2024
Q2 		$70.6K Buy
2,042
+1,428
+233% +$48.3K ﹤0.01% 1355
2024
Q1 		$20.6K Sell
614
-8,541
-93% -$283K ﹤0.01% 1799
2023
Q4 		$301K Sell
9,155
-50,690
-85% -$1.63M 0.01% 606
2023
Q3 		$1.89M Buy
59,845
+79
+0.1% +$2.5K 0.1% 197
2023
Q2 		$1.88M Buy
59,766
+719
+1% +$22.1K 0.09% 207
2023
Q1 		$1.8M Buy
+59,047
New +$1.77M 0.1% 207

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
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's XMAR Position: Q4 2024 in Review

Global Retirement Partners held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q4 2024 at 1,774 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Global Retirement Partners first reported a position in XMAR in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.89M in Q3 2023. 74 funds tracked by Wall St. Rank hold XMAR as of Q4 2024.

  • Global Retirement Partners held 1,774 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $64.2K as of Q4 2024.
  • Global Retirement Partners left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q4 2024.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1499 holding.
  • Global Retirement Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and has held it in 8 quarters since.
  • Global Retirement Partners's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $1.89M in Q3 2023.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.