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

Pallas Capital 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
Q2 		– Sell
-83,305
Closed -$2.54M – 304
2023
Q1 		$2.54M Buy
+83,305
New +$2.5M 0.24% 86

Other funds holding XMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Pallas Capital Advisors's XMAR Position: Q2 2023 in Review

Pallas Capital Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2023, closing a stake of 83,305 shares — an estimated $2.54M sold.

Pallas Capital Advisors first reported a position in XMAR in Q1 2023 and held it in 1 quarter. The position peaked at $2.54M in Q1 2023. 58 funds tracked by Wall St. Rank hold XMAR as of Q2 2023.

  • Pallas Capital Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Pallas Capital Advisors sold 83,305 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2023, an estimated $2.54M.
  • Pallas Capital Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • Pallas Capital Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $2.54M in Q1 2023.
  • 58 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2023.

Based on Pallas Capital Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.