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Schubert & Co’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Schubert & Co’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
-1,370
Closed -$41.6K – 1551
2023
Q1 		$41.6K Buy
+1,370
New +$41.1K 0.04% 79

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

Schubert & Co's XMAR Position: Q2 2023 in Review

Schubert & Co sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2023, closing a stake of 1,370 shares — an estimated $41.6K sold.

Schubert & Co first reported a position in XMAR in Q1 2023 and held it in 1 quarter. The position peaked at $41.6K in Q1 2023. 58 funds tracked by Wall St. Rank hold XMAR as of Q2 2023.

  • Schubert & Co reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 1,370 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2023, an estimated $41.6K.
  • Schubert & Co first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • Schubert & Co's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $41.6K 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 Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.