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Summit Wealth Partners’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Summit Wealth Partners’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
Q4 		– Sell
-21,544
Closed -$791K – 214
2024
Q3 		$791K Sell
21,544
-365
-2% -$13.1K 0.15% 102
2024
Q2 		$776K Buy
+21,909
New +$757K 0.16% 97

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Summit Wealth Partners's GMAR Position: Q4 2024 in Review

Summit Wealth Partners sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2024, closing a stake of 21,544 shares — an estimated $791K sold.

Summit Wealth Partners first reported a position in GMAR in Q2 2024 and held it in 2 quarters. The position peaked at $791K in Q3 2024. 115 funds tracked by Wall St. Rank hold GMAR as of Q4 2024.

  • Summit Wealth Partners reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 21,544 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2024, an estimated $791K.
  • Summit Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 2 quarters.
  • Summit Wealth Partners's FT Vest US Equity Moderate Buffer ETF March position peaked at $791K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.