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Impact Partnership Wealth’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Impact Partnership Wealth’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
-70
Closed -$2.37K – 748
2023
Q4 		$2.37K Buy
+70
New +$2.3K ﹤0.01% 673

Other funds holding DMAR

LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $498M AUM 20.41% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Impact Partnership Wealth's DMAR Position: Q1 2024 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2024, closing a stake of 70 shares — an estimated $2.37K sold.

Impact Partnership Wealth first reported a position in DMAR in Q4 2023 and held it in 1 quarter. The position peaked at $2.37K in Q4 2023. 71 funds tracked by Wall St. Rank hold DMAR as of Q1 2024.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 70 FT Vest US Equity Deep Buffer ETF March shares in Q1 2024, an estimated $2.37K.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's FT Vest US Equity Deep Buffer ETF March position peaked at $2.37K 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 Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.