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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,544	Closed	-$791K	–	214
2024 Q3	$791K	Sell	21,544 -365	-2%	-$13.4K	0.15%	102
2024 Q2	$776K	Buy	+21,909	New	+$776K	0.16%	97