Synergy Asset Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-82
Closed -$3.01K 365
2024
Q4
$3.01K Buy
+82
New +$3.05K ﹤0.01% 626
2023
Q3
Sell
-385,675
Closed -$12.3M 136
2023
Q2
$12.3M Buy
385,675
+23,442
+6% +$724K 3.03% 5
2023
Q1
$11M Buy
+362,233
New +$10.9M 2.63% 7

Other funds holding GMAR

Synergy Asset Management's GMAR Position: Q1 2025 in Review

Synergy Asset Management sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q1 2025, closing a stake of 82 shares — an estimated $3.01K sold.

Synergy Asset Management first reported a position in GMAR in Q1 2023 and held it in 3 quarters. The position peaked at $12.3M in Q2 2023. 108 funds tracked by Wall St. Rank hold GMAR as of Q1 2025.

  • Synergy Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 82 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2025, an estimated $3.01K.
  • Synergy Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2023 and held it in 3 quarters.
  • Synergy Asset Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $12.3M in Q2 2023.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.