Acorn Wealth Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Acorn Wealth Advisors’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,148	Closed	-$495K	–	273
2025 Q3	$495K	Hold	12,148	–	–	0.16%	143
2025 Q2	$481K	Hold	12,148	–	–	0.18%	125
2025 Q1	$458K	Hold	12,148	–	–	0.19%	117
2024 Q4	$464K	Hold	12,148	–	–	0.19%	113
2024 Q3	$454K	Hold	12,148	–	–	0.19%	103
2024 Q2	$437K	Hold	12,148	–	–	0.22%	96
2024 Q1	$424K	Buy	+12,148	New	+$416K	0.22%	97

Other funds holding DMAR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Acorn Wealth Advisors's DMAR Position: Q4 2025 in Review

Acorn Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2025, closing a stake of 12,148 shares — an estimated $495K sold.

Acorn Wealth Advisors first reported a position in DMAR in Q1 2024 and held it in 7 quarters. The position peaked at $495K in Q3 2025. 90 funds tracked by Wall St. Rank hold DMAR as of Q4 2025.

Acorn Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 12,148 FT Vest US Equity Deep Buffer ETF March shares in Q4 2025, an estimated $495K.
Acorn Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2024 and held it in 7 quarters.
Acorn Wealth Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $495K in Q3 2025.
90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2025.

Based on Acorn Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.