Capital Analysts LLC’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Capital Analysts LLC’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 Q1	$78K	Hold	1,859	–	–	﹤0.01%	857
2025 Q4	$76K	Hold	1,859	–	–	﹤0.01%	830
2025 Q3	$75K	Hold	1,859	–	–	﹤0.01%	802
2025 Q2	$72K	Buy	1,859 +989	+114%	+$37.1K	﹤0.01%	736
2025 Q1	$32K	Hold	870	–	–	﹤0.01%	882
2024 Q4	$33K	Hold	870	–	–	﹤0.01%	833
2024 Q3	$32K	Hold	870	–	–	﹤0.01%	813
2024 Q2	$31K	Buy	+870	New	+$30.1K	﹤0.01%	790

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

WTFG

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

BHC

Bull Harbor Capital Bethesda, Maryland $373M AUM

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Capital Analysts LLC's GMAR Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q1 2026 at 1,859 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Capital Analysts LLC first reported a position in GMAR in Q2 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold GMAR as of Q1 2026.

Capital Analysts LLC held 1,859 shares of FT Vest US Equity Moderate Buffer ETF March worth $78K as of Q1 2026.
Capital Analysts LLC left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF March made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #857 holding.
Capital Analysts LLC first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.