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Wintrust Investments’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Wintrust Investments’s Portfolio GMAR Stock Details GMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-77,424
Closed -$2.74M – 506
2024
Q2 		$2.74M Buy
77,424
+4,558
+6% +$158K 0.22% 85
2024
Q1 		$2.51M Buy
+72,866
New +$2.46M 0.22% 96

Other funds holding GMAR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $123M AUM 7.76% 1-Year Est. Return

Wintrust Investments's GMAR Position: Q3 2024 in Review

Wintrust Investments sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2024, closing a stake of 77,424 shares — an estimated $2.74M sold.

Wintrust Investments first reported a position in GMAR in Q1 2024 and held it in 2 quarters. The position peaked at $2.74M in Q2 2024. 95 funds tracked by Wall St. Rank hold GMAR as of Q3 2024.

  • Wintrust Investments reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Wintrust Investments sold 77,424 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2024, an estimated $2.74M.
  • Wintrust Investments first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • Wintrust Investments's FT Vest US Equity Moderate Buffer ETF March position peaked at $2.74M in Q2 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.