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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 $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

WealthPLAN Partners's XMAR Position: Q2 2023 in Review

WealthPLAN Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2023, closing a stake of 336 shares — an estimated $10.2K sold.

WealthPLAN Partners first reported a position in XMAR in Q1 2023 and held it in 1 quarter. The position peaked at $10.2K in Q1 2023. 58 funds tracked by Wall St. Rank hold XMAR as of Q2 2023.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 336 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2023, an estimated $10.2K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $10.2K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.