Cascade Investment Group’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Cascade Investment Group’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
2025 Q4	–	Sell	-4,974	Closed	-$203K	–	145
2025 Q3	$203K	Sell	4,974 -205	-4%	-$8.24K	0.13%	143
2025 Q2	$205K	Sell	5,179 -500	-9%	-$19K	0.14%	137
2025 Q1	$214K	Sell	5,679 -2,303	-29%	-$88.4K	0.16%	121
2024 Q4	$305K	Hold	7,982	–	–	0.22%	106
2024 Q3	$298K	Hold	7,982	–	–	0.22%	104
2024 Q2	$287K	Buy	+7,982	New	+$279K	0.22%	101

Other funds holding DMAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 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

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Cascade Investment Group's DMAR Position: Q4 2025 in Review

Cascade Investment Group sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2025, closing a stake of 4,974 shares — an estimated $203K sold.

Cascade Investment Group first reported a position in DMAR in Q2 2024 and held it in 6 quarters. The position peaked at $305K in Q4 2024. 90 funds tracked by Wall St. Rank hold DMAR as of Q4 2025.

Cascade Investment Group reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Cascade Investment Group sold 4,974 FT Vest US Equity Deep Buffer ETF March shares in Q4 2025, an estimated $203K.
Cascade Investment Group first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2024 and held it in 6 quarters.
Cascade Investment Group's FT Vest US Equity Deep Buffer ETF March position peaked at $305K in Q4 2024.
90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2025.

Based on Cascade Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.