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Kingsview Wealth Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Kingsview Wealth Management’s Portfolio GMAR Stock Details GMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,323
Closed -$260K – 1119
2024
Q2 		$260K Buy
+7,323
New +$253K 0.01% 890

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BFG
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MCM
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KAS
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Commonwealth Equity Services
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SC
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Kingsview Wealth Management's GMAR Position: Q3 2024 in Review

Kingsview Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2024, closing a stake of 7,323 shares — an estimated $260K sold.

Kingsview Wealth Management first reported a position in GMAR in Q2 2024 and held it in 1 quarter. The position peaked at $260K in Q2 2024. 95 funds tracked by Wall St. Rank hold GMAR as of Q3 2024.

  • Kingsview Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,323 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2024, an estimated $260K.
  • Kingsview Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $260K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.