Accel Wealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Accel Wealth Management’s Portfolio FMAR Stock Details FMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$465K	Sell	8,684 -300	-3%	-$15.9K	0.1%	167
2026 Q2	$470K	Sell	8,984 -256	-3%	-$13.1K	0.11%	166
2026 Q1	$448K	Buy	+9,240	New	+$443K	0.12%	167

Other funds holding FMAR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Accel Wealth Management's FMAR Position: Q3 2026 in Review

Accel Wealth Management reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 3.3% in Q3 2026, selling an estimated $15.9K and leaving 8,684 shares worth $465K. The position accounts for 0.1% of the portfolio, ranked #167.

Accel Wealth Management first reported a position in FMAR in Q1 2026 and has held it in 3 quarters since. The position peaked at $470K in Q2 2026. 44 funds tracked by Wall St. Rank hold FMAR as of Q3 2026.

Accel Wealth Management held 8,684 shares of FT Vest US Equity Buffer ETF March worth $465K as of Q3 2026.
Accel Wealth Management sold 300 FT Vest US Equity Buffer ETF March shares in Q3 2026, an estimated $15.9K.
FT Vest US Equity Buffer ETF March made up 0.1% of Accel Wealth Management's portfolio in Q3 2026, its #167 holding.
Accel Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q1 2026 and has held it in 3 quarters since.
Accel Wealth Management's FT Vest US Equity Buffer ETF March position peaked at $470K in Q2 2026.
44 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.