B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

B. Riley Wealth 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
2025 Q2	–	Sell	-9,875	Closed	-$367K	–	1179
2025 Q1	$367K	Hold	9,875	–	–	0.01%	882
2024 Q4	$370K	Sell	9,875 -84,700	-90%	-$3.15M	0.01%	791
2024 Q3	$3.45M	Sell	94,575 -275	-0.3%	-$9.87K	0.1%	207
2024 Q2	$3.36M	Buy	+94,850	New	+$3.28M	0.09%	221

Other funds holding GMAR

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WTFG

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

B. Riley Wealth Advisors's GMAR Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q2 2025, closing a stake of 9,875 shares — an estimated $367K sold.

B. Riley Wealth Advisors first reported a position in GMAR in Q2 2024 and held it in 4 quarters. The position peaked at $3.45M in Q3 2024. 118 funds tracked by Wall St. Rank hold GMAR as of Q2 2025.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,875 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2025, an estimated $367K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 4 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $3.45M in Q3 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.