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Liberty Wealth Management’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Liberty Wealth Management’s Portfolio QMAR Stock Details QMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-87,158
Closed -$87K – 251
2024
Q2 		$87K Buy
+87,158
New +$2.34M 0.02% 207

Other funds holding QMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Liberty Wealth Management's QMAR Position: Q3 2024 in Review

Liberty Wealth Management sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q3 2024, closing a stake of 87,158 shares — an estimated $87K sold.

Liberty Wealth Management first reported a position in QMAR in Q2 2024 and held it in 1 quarter. The position peaked at $87K in Q2 2024. 84 funds tracked by Wall St. Rank hold QMAR as of Q3 2024.

  • Liberty Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 87,158 FT Vest Growth-100 Buffer ETF March shares in Q3 2024, an estimated $87K.
  • Liberty Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's FT Vest Growth-100 Buffer ETF March position peaked at $87K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.