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Summit Wealth Partners’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Summit Wealth Partners’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
2023
Q3 		– Sell
-17,246
Closed -$413K – 194
2023
Q2 		$413K Hold
17,246
– – 0.1% 123
2023
Q1 		$383K Buy
17,246
+1,537
+10% +$31.8K 0.1% 126
2022
Q4 		$297K Sell
15,709
-459
-3% -$8.88K 0.08% 146
2022
Q3 		$303K Hold
16,168
– – 0.09% 125
2022
Q2 		$311K Buy
+16,168
New +$332K 0.08% 120

Other funds holding QMAR

ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Summit Wealth Partners's QMAR Position: Q3 2023 in Review

Summit Wealth Partners sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q3 2023, closing a stake of 17,246 shares — an estimated $413K sold.

Summit Wealth Partners first reported a position in QMAR in Q2 2022 and held it in 5 quarters. The position peaked at $413K in Q2 2023. 53 funds tracked by Wall St. Rank hold QMAR as of Q3 2023.

  • Summit Wealth Partners reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q3 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 17,246 FT Vest Growth-100 Buffer ETF March shares in Q3 2023, an estimated $413K.
  • Summit Wealth Partners first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2022 and held it in 5 quarters.
  • Summit Wealth Partners's FT Vest Growth-100 Buffer ETF March position peaked at $413K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q3 2023.

Based on Summit Wealth Partners's 13F filing for Q3 2023, filed 11 Sep 2024.