SFS
QMAR icon

Sowell Financial Services’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Sowell Financial Services’s Portfolio QMAR Stock Details QMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28,652
Closed -$784K – 574
2024
Q2 		$784K Sell
28,652
-5,140
-15% -$138K 0.04% 370
2024
Q1 		$883K Sell
33,792
-3,319
-9% -$86.2K 0.04% 363
2023
Q4 		$931K Buy
+37,111
New +$921K 0.05% 338

Other funds holding QMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sowell Financial Services sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q3 2024, closing a stake of 28,652 shares — an estimated $784K sold.

Sowell Financial Services first reported a position in QMAR in Q4 2023 and held it in 3 quarters. The position peaked at $931K in Q4 2023. 84 funds tracked by Wall St. Rank hold QMAR as of Q3 2024.

  • Sowell Financial Services reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 28,652 FT Vest Growth-100 Buffer ETF March shares in Q3 2024, an estimated $784K.
  • Sowell Financial Services first reported a position in FT Vest Growth-100 Buffer ETF March in Q4 2023 and held it in 3 quarters.
  • Sowell Financial Services's FT Vest Growth-100 Buffer ETF March position peaked at $931K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q3 2024.

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