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WR Wealth Planners’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

WR Wealth Planners’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
Q4 		$45.9K Hold
1,225
– – 0.01% 329
2024
Q3 		$45K Hold
1,225
– – 0.01% 347
2024
Q2 		$43.4K Buy
+1,225
New +$42.3K 0.01% 344

Other funds holding GMAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

WR Wealth Planners's GMAR Position: Q4 2024 in Review

WR Wealth Planners held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q4 2024 at 1,225 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #329.

WR Wealth Planners first reported a position in GMAR in Q2 2024 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold GMAR as of Q4 2024.

  • WR Wealth Planners held 1,225 shares of FT Vest US Equity Moderate Buffer ETF March worth $45.9K as of Q4 2024.
  • WR Wealth Planners left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q4 2024.
  • FT Vest US Equity Moderate Buffer ETF March made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #329 holding.
  • WR Wealth Planners first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.