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Prosperity Financial Group’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Prosperity Financial Group’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
2025
Q4 		– Sell
-208,317
Closed -$6.7M – 204
2025
Q3 		$6.7M Sell
208,317
-13,585
-6% -$429K 2.46% 5
2025
Q2 		$6.88M Buy
221,902
+9,783
+5% +$285K 2.93% 4
2025
Q1 		$6M Buy
212,119
+163,000
+332% +$4.85M 2.99% 4
2024
Q4 		$1.46M Buy
49,119
+4,665
+10% +$137K 0.73% 42
2024
Q3 		$1.27M Buy
44,454
+7,442
+20% +$208K 0.72% 40
2024
Q2 		$1.04M Buy
+37,012
New +$993K 0.65% 44

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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SP
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OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return