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

BlueChip 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 Q3	–	Sell	-13,401	Closed	-$522K	–	169
2025 Q2	$522K	Hold	13,401	–	–	0.23%	79
2025 Q1	$499K	Hold	13,401	–	–	0.24%	80
2024 Q4	$502K	Hold	13,401	–	–	0.28%	74
2024 Q3	$492K	Hold	13,401	–	–	0.26%	76
2024 Q2	$475K	Buy	+13,401	New	+$463K	0.28%	74

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

LPL Financial San Diego, California $377B AUM 19.32% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WTFG

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

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

BlueChip Wealth Advisors's GMAR Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2025, closing a stake of 13,401 shares — an estimated $522K sold.

BlueChip Wealth Advisors first reported a position in GMAR in Q2 2024 and held it in 5 quarters. The position peaked at $522K in Q2 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q3 2025.

BlueChip Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 13,401 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2025, an estimated $522K.
BlueChip Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 5 quarters.
BlueChip Wealth Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $522K in Q2 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.