Stonebridge Financial Planning Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212K Hold
2025
Q2
$207K Buy
2025
Q1
Sell
2024
Q4
$233K Sell
2024
Q3
$323K Hold
2024
Q2
$315K Buy
2024
Q1
$217K Sell
2023
Q4
$253K Sell
2023
Q3
$292K Sell
2023
Q2
$316K Buy