BFI Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

BFI Wealth Solutions’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	$615K	Hold	13,900	–	–	0.46%	50
2026 Q1	$583K	Buy	13,900 +35	+0.3%	+$1.44K	0.56%	49
2025 Q4	$568K	Buy	+13,865	New	+$560K	0.54%	47

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

BFI Wealth Solutions's GMAR Position: Q2 2026 in Review

BFI Wealth Solutions held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 13,900 shares worth $615K. The position accounts for 0.46% of the portfolio, ranked #50.

BFI Wealth Solutions first reported a position in GMAR in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

BFI Wealth Solutions held 13,900 shares of FT Vest US Equity Moderate Buffer ETF March worth $615K as of Q2 2026.
BFI Wealth Solutions left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up 0.46% of BFI Wealth Solutions's portfolio in Q2 2026, its #50 holding.
BFI Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
128 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.