KPWS
Kestra Private Wealth Services’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
66,879
-4,068
| -6% | -$156K | 0.04% | 432 |
|
|
2025
Q1 | $2.61M | Sell |
70,947
-1,427
| -2% | -$52.4K | 0.04% | 389 |
|
|
2024
Q4 | $2.62M | Sell |
72,374
-556
| -0.8% | -$20.1K | 0.04% | 364 |
|
|
2024
Q3 | $2.59M | Sell |
72,930
-11,467
| -14% | -$407K | 0.05% | 357 |
|
|
2024
Q2 | $2.92M | Sell |
84,397
-21,630
| -20% | -$748K | 0.06% | 305 |
|
|
2024
Q1 | $3.56M | Sell |
106,027
-140,249
| -57% | -$4.72M | 0.08% | 258 |
|
|
2023
Q4 | $8.1M | Sell |
246,276
-8,881
| -3% | -$292K | 0.21% | 121 |
|
|
2023
Q3 | $8.07M | Sell |
255,157
-39,025
| -13% | -$1.23M | 0.25% | 99 |
|
|
2023
Q2 | $9.25M | Buy |
294,182
+248,448
| +543% | +$7.82M | 0.32% | 79 |
|
|
2023
Q1 | $1.39M | Buy |
+45,734
| New | +$1.39M | 0.06% | 341 |
|