AssuredPartners Investment Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

AssuredPartners Investment Advisors’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	$5.33M	Sell	120,579 -7,480	-6%	-$326K	0.52%	50
2026 Q1	$5.38M	Hold	128,059	–	–	0.59%	42
2025 Q4	$5.24M	Sell	128,059 -248	-0.2%	-$10K	0.78%	30
2025 Q3	$5.15M	Hold	128,307	–	–	1.15%	25
2025 Q2	$5M	Sell	128,307 -322	-0.3%	-$12.1K	1.22%	24
2025 Q1	$4.78M	Buy	128,629 +2,761	+2%	+$104K	0.92%	23
2024 Q4	$4.72M	Buy	+125,868	New	+$4.68M	0.92%	22

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

AssuredPartners Investment Advisors's GMAR Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 5.8% in Q2 2026, selling an estimated $326K and leaving 120,579 shares worth $5.33M. The position accounts for 0.52% of the portfolio, ranked #50.

AssuredPartners Investment Advisors first reported a position in GMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.38M in Q1 2026. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

AssuredPartners Investment Advisors held 120,579 shares of FT Vest US Equity Moderate Buffer ETF March worth $5.33M as of Q2 2026.
AssuredPartners Investment Advisors sold 7,480 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $326K.
FT Vest US Equity Moderate Buffer ETF March made up 0.52% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #50 holding.
AssuredPartners Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $5.38M in Q1 2026.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.