WEG
GMAR icon

World Equity Group’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

World Equity Group’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
Q2 		– Sell
-9,168
Closed -$316K – 292
2024
Q1 		$316K Buy
+9,168
New +$310K 0.06% 242

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
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
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
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

World Equity Group's GMAR Position: Q2 2024 in Review

World Equity Group sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q2 2024, closing a stake of 9,168 shares — an estimated $316K sold.

World Equity Group first reported a position in GMAR in Q1 2024 and held it in 1 quarter. The position peaked at $316K in Q1 2024. 96 funds tracked by Wall St. Rank hold GMAR as of Q2 2024.

  • World Equity Group reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • World Equity Group sold 9,168 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2024, an estimated $316K.
  • World Equity Group first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • World Equity Group's FT Vest US Equity Moderate Buffer ETF March position peaked at $316K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.