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United Advisor Group’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

United Advisor Group’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
2024
Q3 		– Sell
-14,807
Closed -$414K – 351
2024
Q2 		$414K Buy
+14,807
New +$397K 0.13% 159

Other funds holding QMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Advisor Group's QMAR Position: Q3 2024 in Review

United Advisor Group sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q3 2024, closing a stake of 14,807 shares — an estimated $414K sold.

United Advisor Group first reported a position in QMAR in Q2 2024 and held it in 1 quarter. The position peaked at $414K in Q2 2024. 84 funds tracked by Wall St. Rank hold QMAR as of Q3 2024.

  • United Advisor Group reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • United Advisor Group sold 14,807 FT Vest Growth-100 Buffer ETF March shares in Q3 2024, an estimated $414K.
  • United Advisor Group first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • United Advisor Group's FT Vest Growth-100 Buffer ETF March position peaked at $414K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q3 2024.

Based on United Advisor Group's 13F filing for Q3 2024, filed 30 Oct 2024.