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Atria Investments’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-8,627
Closed -$336K – 2071
2025
Q2 		$336K Buy
8,627
+1,996
+30% +$74.9K ﹤0.01% 1650
2025
Q1 		$247K Sell
6,631
-3,829
-37% -$144K ﹤0.01% 1727
2024
Q4 		$392K Buy
+10,460
New +$389K ﹤0.01% 1443

Other funds holding GMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Atria Investments's GMAR Position: Q3 2025 in Review

Atria Investments sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2025, closing a stake of 8,627 shares — an estimated $336K sold.

Atria Investments first reported a position in GMAR in Q4 2024 and held it in 3 quarters. The position peaked at $392K in Q4 2024. 119 funds tracked by Wall St. Rank hold GMAR as of Q3 2025.

  • Atria Investments reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 8,627 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2025, an estimated $336K.
  • Atria Investments first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and held it in 3 quarters.
  • Atria Investments's FT Vest US Equity Moderate Buffer ETF March position peaked at $392K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.