HBK Sorce Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Hold |
38,649
| – | – | 0.04% | 172 |
|
|
2025
Q1 | $1.42M | Sell |
38,649
-1,196
| -3% | -$43.9K | 0.04% | 175 |
|
|
2024
Q4 | $1.44M | Sell |
39,845
-949
| -2% | -$34.4K | 0.04% | 171 |
|
|
2024
Q3 | $1.45M | Sell |
40,794
-1,012
| -2% | -$35.9K | 0.04% | 173 |
|
|
2024
Q2 | $1.45M | Buy |
41,806
+984
| +2% | +$34K | 0.05% | 165 |
|
|
2024
Q1 | $1.37M | Buy |
40,822
+4,512
| +12% | +$152K | 0.05% | 176 |
|
|
2023
Q4 | $1.19M | Hold |
36,310
| – | – | 0.05% | 179 |
|
|
2023
Q3 | $1.15M | Buy |
36,310
+1,594
| +5% | +$50.4K | 0.05% | 169 |
|
|
2023
Q2 | $1.09M | Buy |
34,716
+19,699
| +131% | +$620K | 0.05% | 192 |
|
|
2023
Q1 | $455K | Buy |
+15,017
| New | +$455K | 0.02% | 340 |
|