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Lifeworks Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Lifeworks Advisors’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
Q4 		– Sell
-11,416
Closed -$419K – 311
2024
Q3 		$419K Hold
11,416
– – 0.08% 186
2024
Q2 		$405K Hold
11,416
– – 0.11% 147
2024
Q1 		$393K Buy
+11,416
New +$386K 0.11% 144

Other funds holding GMAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Lifeworks Advisors's GMAR Position: Q4 2024 in Review

Lifeworks Advisors sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2024, closing a stake of 11,416 shares — an estimated $419K sold.

Lifeworks Advisors first reported a position in GMAR in Q1 2024 and held it in 3 quarters. The position peaked at $419K in Q3 2024. 115 funds tracked by Wall St. Rank hold GMAR as of Q4 2024.

  • Lifeworks Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 11,416 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2024, an estimated $419K.
  • Lifeworks Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • Lifeworks Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $419K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2024.

Based on Lifeworks Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.