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

Blue Bell Private Wealth Management’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	$154K	Hold	3,489	–	–	0.02%	308
2026 Q1	$145K	Buy	3,489 +1,994	+133%	+$82.3K	0.02%	300
2025 Q4	$61.2K	Sell	1,495 -9	-0.6%	-$364	0.01%	388
2025 Q3	$60.3K	Sell	1,504 -46	-3%	-$1.82K	0.01%	379
2025 Q2	$60.4K	Buy	1,550 +600	+63%	+$22.5K	0.01%	368
2025 Q1	$35.3K	Buy	+950	New	+$35.8K	0.01%	413

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

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

Blue Bell Private Wealth Management held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 3,489 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #308.

Blue Bell Private Wealth Management first reported a position in GMAR in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Blue Bell Private Wealth Management held 3,489 shares of FT Vest US Equity Moderate Buffer ETF March worth $154K as of Q2 2026.
Blue Bell Private Wealth Management 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 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #308 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

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