Action Point Financial Planning’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Action Point Financial Planning’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
2026 Q2	$795K	Buy	+17,963	New	+$784K	0.08%	193

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

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

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Action Point Financial Planning's GMAR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q2 2026: 17,963 shares worth $795K. The stake represents 0.08% of the portfolio and ranks #193 among its holdings.

126 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Action Point Financial Planning held 17,963 shares of FT Vest US Equity Moderate Buffer ETF March worth $795K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF March was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #193 holding.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.