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Signature Wealth Management Group’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Signature Wealth Management Group’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
Q1 		– Sell
-17,527
Closed -$585K – 104
2023
Q4 		$585K Buy
+17,527
New +$568K 0.27% 78
2023
Q2 		$557K Hold
17,527
– – 0.26% 78
2023
Q1 		$532K Buy
+17,527
New +$526K 0.25% 77

Other funds holding GMAR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $123M AUM 7.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Signature Wealth Management Group's GMAR Position: Q1 2024 in Review

Signature Wealth Management Group sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q1 2024, closing a stake of 17,527 shares — an estimated $585K sold.

Signature Wealth Management Group first reported a position in GMAR in Q1 2023 and held it in 3 quarters. The position peaked at $585K in Q4 2023. 63 funds tracked by Wall St. Rank hold GMAR as of Q1 2024.

  • Signature Wealth Management Group reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Signature Wealth Management Group sold 17,527 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2024, an estimated $585K.
  • Signature Wealth Management Group first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2023 and held it in 3 quarters.
  • Signature Wealth Management Group's FT Vest US Equity Moderate Buffer ETF March position peaked at $585K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2024.

Based on Signature Wealth Management Group's 13F filing for Q1 2024, filed 22 Apr 2024.