Kestra Advisory Services’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 | $7.23M | Buy |
188,787
+10,283
| +6% | +$394K | 0.04% | 483 |
|
2025
Q1 | $6.56M | Buy |
178,504
+18,781
| +12% | +$690K | 0.03% | 477 |
|
2024
Q4 | $5.78M | Buy |
159,723
+1,630
| +1% | +$59K | 0.03% | 520 |
|
2024
Q3 | $5.61M | Sell |
158,093
-5,122
| -3% | -$182K | 0.03% | 552 |
|
2024
Q2 | $5.64M | Buy |
163,215
+77,664
| +91% | +$2.68M | 0.03% | 544 |
|
2024
Q1 | $2.88M | Buy |
85,551
+6,751
| +9% | +$227K | 0.02% | 725 |
|
2023
Q4 | $2.59M | Sell |
78,800
-33,476
| -30% | -$1.1M | 0.02% | 684 |
|
2023
Q3 | $3.55M | Sell |
112,276
-142,493
| -56% | -$4.51M | 0.03% | 492 |
|
2023
Q2 | $8.01M | Buy |
254,769
+157,879
| +163% | +$4.97M | 0.08% | 266 |
|
2023
Q1 | $2.94M | Buy |
+96,890
| New | +$2.94M | 0.03% | 515 |
|