Beacon Financial Advisory’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Beacon Financial Advisory’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 Q4	–	Sell	-5,560	Closed	-$223K	–	383
2025 Q3	$223K	Hold	5,560	–	–	0.05%	348
2025 Q2	$217K	Hold	5,560	–	–	0.06%	329
2025 Q1	$207K	Hold	5,560	–	–	0.06%	312
2024 Q4	$208K	Hold	5,560	–	–	0.07%	283
2024 Q3	$204K	Buy	+5,560	New	+$199K	0.07%	281

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Beacon Financial Advisory's GMAR Position: Q4 2025 in Review

Beacon Financial Advisory sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2025, closing a stake of 5,560 shares — an estimated $223K sold.

Beacon Financial Advisory first reported a position in GMAR in Q3 2024 and held it in 5 quarters. The position peaked at $223K in Q3 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q4 2025.

Beacon Financial Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Beacon Financial Advisory sold 5,560 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2025, an estimated $223K.
Beacon Financial Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q3 2024 and held it in 5 quarters.
Beacon Financial Advisory's FT Vest US Equity Moderate Buffer ETF March position peaked at $223K in Q3 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.