Blue Bell Private Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Blue Bell Private Wealth Management’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$80.5K	Hold	1,800	–	–	0.01%	377
2026 Q1	$76.3K	Buy	+1,800	New	+$75.5K	0.01%	371

Other funds holding DMAR

DFG

DWM Financial Group Palatine, Illinois $112M AUM

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

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

WTFG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Blue Bell Private Wealth Management's DMAR Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its FT Vest US Equity Deep Buffer ETF March (DMAR) position steady in Q2 2026 at 1,800 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #377.

Blue Bell Private Wealth Management first reported a position in DMAR in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

Blue Bell Private Wealth Management held 1,800 shares of FT Vest US Equity Deep Buffer ETF March worth $80.5K as of Q2 2026.
Blue Bell Private Wealth Management left its FT Vest US Equity Deep Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF March made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #377 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.