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

Grant Street Asset 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
2023 Q3	–	Sell	-16,961	Closed	-$534K	–	70
2023 Q2	$534K	Sell	16,961 -403	-2%	-$12.4K	0.2%	32
2023 Q1	$527K	Buy	+17,364	New	+$520K	0.21%	31

Other funds holding XMAR

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Grant Street Asset Management's XMAR Position: Q3 2023 in Review

Grant Street Asset Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2023, closing a stake of 16,961 shares — an estimated $534K sold.

Grant Street Asset Management first reported a position in XMAR in Q1 2023 and held it in 2 quarters. The position peaked at $534K in Q2 2023. 61 funds tracked by Wall St. Rank hold XMAR as of Q3 2023.

Grant Street Asset Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q3 2023 after selling out during the quarter.
Grant Street Asset Management sold 16,961 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q3 2023, an estimated $534K.
Grant Street Asset Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 2 quarters.
Grant Street Asset Management's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $534K in Q2 2023.
61 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2023.

Based on Grant Street Asset Management's 13F filing for Q3 2023, filed 6 Dec 2023.