Parsons Capital Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Parsons Capital Management’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	-5,975	Closed	-$212K	–	449
2024 Q2	$212K	Sell	5,975 -2,025	-25%	-$70K	0.01%	422
2024 Q1	$275K	Sell	8,000 -1,100	-12%	-$37.2K	0.02%	381
2023 Q4	$304K	Hold	9,100	–	–	0.02%	370
2023 Q3	$288K	Hold	9,100	–	–	0.02%	368
2023 Q2	$289K	Hold	9,100	–	–	0.02%	370
2023 Q1	$276K	Buy	+9,100	New	+$273K	0.02%	374

Other funds holding GMAR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Schubert & Co Mckinney, Texas $123M AUM 7.76% 1-Year Est. Return

Parsons Capital Management's GMAR Position: Q3 2024 in Review

Parsons Capital Management sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2024, closing a stake of 5,975 shares — an estimated $212K sold.

Parsons Capital Management first reported a position in GMAR in Q1 2023 and held it in 6 quarters. The position peaked at $304K in Q4 2023. 95 funds tracked by Wall St. Rank hold GMAR as of Q3 2024.

Parsons Capital Management reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2024 after selling out during the quarter.
Parsons Capital Management sold 5,975 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2024, an estimated $212K.
Parsons Capital Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2023 and held it in 6 quarters.
Parsons Capital Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $304K in Q4 2023.
95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q3 2024.

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