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Optivise Advisory Services’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Optivise Advisory Services’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
-6,556
Closed -$232K – 177
2024
Q2 		$232K Buy
+6,556
New +$227K 0.13% 154

Other funds holding GMAR

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Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $123M AUM 7.76% 1-Year Est. Return

Optivise Advisory Services's GMAR Position: Q3 2024 in Review

Optivise Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2024, closing a stake of 6,556 shares — an estimated $232K sold.

Optivise Advisory Services first reported a position in GMAR in Q2 2024 and held it in 1 quarter. The position peaked at $232K in Q2 2024. 95 funds tracked by Wall St. Rank hold GMAR as of Q3 2024.

  • Optivise Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 6,556 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2024, an estimated $232K.
  • Optivise Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's FT Vest US Equity Moderate Buffer ETF March position peaked at $232K 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 Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.