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WESPAC Advisors SoCal’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

WESPAC Advisors SoCal’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
2025
Q3 		– Sell
-10,017
Closed -$310K – 115
2025
Q2 		$310K Hold
10,017
– – 0.07% 93
2025
Q1 		$283K Sell
10,017
-5,313
-35% -$158K 0.07% 91
2024
Q4 		$456K Hold
15,330
– – 0.1% 78
2024
Q3 		$439K Hold
15,330
– – 0.1% 74
2024
Q2 		$429K Buy
+15,330
New +$411K 0.11% 71

Other funds holding QMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WESPAC Advisors SoCal's QMAR Position: Q3 2025 in Review

WESPAC Advisors SoCal sold out of FT Vest Growth-100 Buffer ETF March (QMAR) in Q3 2025, closing a stake of 10,017 shares — an estimated $310K sold.

WESPAC Advisors SoCal first reported a position in QMAR in Q2 2024 and held it in 5 quarters. The position peaked at $456K in Q4 2024. 91 funds tracked by Wall St. Rank hold QMAR as of Q3 2025.

  • WESPAC Advisors SoCal reported no remaining FT Vest Growth-100 Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 10,017 FT Vest Growth-100 Buffer ETF March shares in Q3 2025, an estimated $310K.
  • WESPAC Advisors SoCal first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2024 and held it in 5 quarters.
  • WESPAC Advisors SoCal's FT Vest Growth-100 Buffer ETF March position peaked at $456K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q3 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2025, filed 22 Oct 2025.