Capasso Planning Partners’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Capasso Planning Partners’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	$251K	Sell	5,616 -14	-0.2%	-$618	0.13%	73
2026 Q1	$239K	Buy	+5,630	New	+$236K	0.13%	69
2025 Q1	–	Sell	-9,796	Closed	-$374K	–	100
2024 Q4	$374K	Buy	+9,796	New	+$371K	0.15%	83

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

Capasso Planning Partners's DMAR Position: Q2 2026 in Review

Capasso Planning Partners reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 0.25% in Q2 2026, selling an estimated $618 and leaving 5,616 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #73.

Capasso Planning Partners first reported a position in DMAR in Q4 2024 and has held it in 3 quarters since. The position peaked at $374K in Q4 2024. 97 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

Capasso Planning Partners held 5,616 shares of FT Vest US Equity Deep Buffer ETF March worth $251K as of Q2 2026.
Capasso Planning Partners sold 14 FT Vest US Equity Deep Buffer ETF March shares in Q2 2026, an estimated $618.
FT Vest US Equity Deep Buffer ETF March made up 0.13% of Capasso Planning Partners's portfolio in Q2 2026, its #73 holding.
Capasso Planning Partners first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2024 and has held it in 3 quarters since.
Capasso Planning Partners's FT Vest US Equity Deep Buffer ETF March position peaked at $374K in Q4 2024.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.