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Independent Wealth Network’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-22,675
Closed -$746K – 240
2023
Q4 		$746K Sell
22,675
-347
-2% -$11.2K 0.39% 68
2023
Q3 		$728K Sell
23,022
-230
-1% -$7.28K 0.45% 54
2023
Q2 		$731K Buy
23,252
+15,726
+209% +$484K 0.44% 60
2023
Q1 		$228K Buy
+7,526
New +$226K 0.15% 164

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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Wealth Network's XMAR Position: Q1 2024 in Review

Independent Wealth Network sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q1 2024, closing a stake of 22,675 shares — an estimated $746K sold.

Independent Wealth Network first reported a position in XMAR in Q1 2023 and held it in 4 quarters. The position peaked at $746K in Q4 2023. 65 funds tracked by Wall St. Rank hold XMAR as of Q1 2024.

  • Independent Wealth Network reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Independent Wealth Network sold 22,675 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2024, an estimated $746K.
  • Independent Wealth Network first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 4 quarters.
  • Independent Wealth Network's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $746K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2024.

Based on Independent Wealth Network's 13F filing for Q1 2024, filed 11 Apr 2024.