Raymond James Financial Services Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Raymond James Financial Services 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 Q3	$23M	Sell	627,082 -331,865	-35%	-$11.9M	0.03%	492
2024 Q2	$34M	Buy	958,947 +371,947	+63%	+$12.9M	0.05%	356
2024 Q1	$20.2M	Buy	587,000 +400,207	+214%	+$13.5M	0.03%	505
2023 Q4	$6.24M	Sell	186,793 -43,908	-19%	-$1.42M	0.01%	966
2023 Q3	$7.31M	Buy	230,701 +380	+0.2%	+$12.1K	0.01%	850
2023 Q2	$7.32M	Sell	230,321 -20,821	-8%	-$643K	0.01%	840
2023 Q1	$7.63M	Buy	+251,142	New	+$7.53M	0.01%	809

Other funds holding GMAR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $1.55B AUM 29.02% 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 $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Raymond James Financial Services Advisors's GMAR Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 35% in Q3 2024, selling an estimated $11.9M and leaving 627,082 shares worth $23M. The position accounts for 0.03% of the portfolio, ranked #492.

Raymond James Financial Services Advisors first reported a position in GMAR in Q1 2023 and has held it in 7 quarters since. The position peaked at $34M in Q2 2024. 95 funds tracked by Wall St. Rank hold GMAR as of Q3 2024.

Raymond James Financial Services Advisors held 627,082 shares of FT Vest US Equity Moderate Buffer ETF March worth $23M as of Q3 2024.
Raymond James Financial Services Advisors sold 331,865 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2024, an estimated $11.9M.
FT Vest US Equity Moderate Buffer ETF March made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #492 holding.
Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2023 and has held it in 7 quarters since.
Raymond James Financial Services Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $34M 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 Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.