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Guardian Wealth Advisors (North Carolina)’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-95
Closed -$3.28K – 475
2024
Q2 		$3.28K Hold
95
– – ﹤0.01% 403
2024
Q1 		$3.19K Hold
95
– – ﹤0.01% 419
2023
Q4 		$3.12K Sell
95
-180
-65% -$5.79K ﹤0.01% 405
2023
Q3 		$8.7K Buy
+275
New +$8.7K ﹤0.01% 361

Other funds holding XMAR

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XMAR Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q3 2024, closing a stake of 95 shares — an estimated $3.28K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XMAR in Q3 2023 and held it in 4 quarters. The position peaked at $8.7K in Q3 2023. 73 funds tracked by Wall St. Rank hold XMAR as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 95 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q3 2024, an estimated $3.28K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q3 2023 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $8.7K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.