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Avantra Family Wealth’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Avantra Family Wealth’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
-13,953
Closed -$543K – 172
2025
Q2 		$543K Buy
13,953
+112
+0.8% +$4.2K 0.45% 62
2025
Q1 		$515K Sell
13,841
-52
-0.4% -$1.96K 0.49% 68
2024
Q4 		$520K Buy
+13,893
New +$517K 0.49% 68

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

Avantra Family Wealth's GMAR Position: Q3 2025 in Review

Avantra Family Wealth sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2025, closing a stake of 13,953 shares — an estimated $543K sold.

Avantra Family Wealth first reported a position in GMAR in Q4 2024 and held it in 3 quarters. The position peaked at $543K in Q2 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q3 2025.

  • Avantra Family Wealth reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 13,953 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2025, an estimated $543K.
  • Avantra Family Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and held it in 3 quarters.
  • Avantra Family Wealth's FT Vest US Equity Moderate Buffer ETF March position peaked at $543K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q3 2025.

Based on Avantra Family Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.