CAPTRUST Financial Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

CAPTRUST Financial 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
2026 Q2	$319K	Hold	7,200	–	–	﹤0.01%	2543
2026 Q1	$300K	Hold	7,200	–	–	﹤0.01%	2386
2025 Q4	$295K	Hold	7,200	–	–	﹤0.01%	2269
2025 Q3	$289K	Hold	7,200	–	–	﹤0.01%	2193
2025 Q2	$280K	Hold	7,200	–	–	﹤0.01%	2106
2025 Q1	$268K	Hold	7,200	–	–	﹤0.01%	2005
2024 Q4	$270K	Hold	7,200	–	–	﹤0.01%	1976
2024 Q3	$264K	Hold	7,200	–	–	﹤0.01%	1952
2024 Q2	$255K	Buy	+7,200	New	+$249K	﹤0.01%	1902

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

CAPTRUST Financial Advisors's GMAR Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 7,200 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

CAPTRUST Financial Advisors first reported a position in GMAR in Q2 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

CAPTRUST Financial Advisors held 7,200 shares of FT Vest US Equity Moderate Buffer ETF March worth $319K as of Q2 2026.
CAPTRUST Financial Advisors 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 ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2543 holding.
CAPTRUST Financial Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.