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Advyzon Investment Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Advyzon Investment Management’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
-6,070
Closed -$247K – 579
2025
Q3 		$247K Hold
6,070
– – 0.04% 366
2025
Q2 		$240K Buy
+6,070
New +$231K 0.05% 326

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KAS
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Cetera Investment Advisers
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DWML
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WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Advyzon Investment Management's DMAR Position: Q4 2025 in Review

Advyzon Investment Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2025, closing a stake of 6,070 shares — an estimated $247K sold.

Advyzon Investment Management first reported a position in DMAR in Q2 2025 and held it in 2 quarters. The position peaked at $247K in Q3 2025. 90 funds tracked by Wall St. Rank hold DMAR as of Q4 2025.

  • Advyzon Investment Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 6,070 FT Vest US Equity Deep Buffer ETF March shares in Q4 2025, an estimated $247K.
  • Advyzon Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2025 and held it in 2 quarters.
  • Advyzon Investment Management's FT Vest US Equity Deep Buffer ETF March position peaked at $247K 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 Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.