Sequent Planning’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
+5,547
New +$216K 0.07% 157
2024
Q4
Sell
-6,341
Closed -$233K 147
2024
Q3
$233K Buy
6,341
+297
+5% +$10.9K 0.08% 131
2024
Q2
$215K Buy
6,044
+75
+1% +$2.67K 0.07% 131
2024
Q1
$205K Buy
+5,969
New +$205K 0.07% 137