WealthPLAN Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

WealthPLAN Partners’s Portfolio XMAR Stock Details XMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-336	Closed	-$10.2K	–	1403
2023 Q1	$10.2K	Buy	+336	New	+$10.1K	﹤0.01%	854

Other funds holding XMAR

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return

Cary Street Partners Investment Advisory Richmond, Virginia $392M AUM 21.43% 1-Year Est. Return