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Sowell Financial Services’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Sowell Financial Services’s Portfolio MARM Stock Details MARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,232
Closed -$367K – 591
2024
Q2 		$367K Buy
+12,232
New +$358K 0.02% 469

Other funds holding MARM

LC
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Commonwealth Equity Services
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IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

Sowell Financial Services's MARM Position: Q3 2024 in Review

Sowell Financial Services sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2024, closing a stake of 12,232 shares — an estimated $367K sold.

Sowell Financial Services first reported a position in MARM in Q2 2024 and held it in 1 quarter. The position peaked at $367K in Q2 2024. 84 funds tracked by Wall St. Rank hold MARM as of Q3 2024.

  • Sowell Financial Services reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 12,232 FT Vest US Equity Max Buffer ETF March shares in Q3 2024, an estimated $367K.
  • Sowell Financial Services first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Sowell Financial Services's FT Vest US Equity Max Buffer ETF March position peaked at $367K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.