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Kraematon Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Kraematon Investment Advisors’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
2023
Q4 		– Sell
-29,395
Closed -$930K – 87
2023
Q3 		$930K Sell
29,395
-800
-3% -$25.3K 1.15% 29
2023
Q2 		$950K Buy
+30,195
New +$928K 1.04% 31

Other funds holding XMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kraematon Investment Advisors's XMAR Position: Q4 2023 in Review

Kraematon Investment Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q4 2023, closing a stake of 29,395 shares — an estimated $930K sold.

Kraematon Investment Advisors first reported a position in XMAR in Q2 2023 and held it in 2 quarters. The position peaked at $950K in Q2 2023. 60 funds tracked by Wall St. Rank hold XMAR as of Q4 2023.

  • Kraematon Investment Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 29,395 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q4 2023, an estimated $930K.
  • Kraematon Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and held it in 2 quarters.
  • Kraematon Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $950K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q4 2023.

Based on Kraematon Investment Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.