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
2026 Q2	$202K	Buy	+4,509	New	+$199K	0.11%	150
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

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

Cascade Investment Group's DMAR Position: Q2 2026 in Review

Cascade Investment Group opened a new position in FT Vest US Equity Deep Buffer ETF March (DMAR) in Q2 2026: 4,509 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #150 among its holdings. This is a return to the name: Cascade Investment Group previously reported a position in DMAR as recently as Q3 2025.

Cascade Investment Group first reported a position in DMAR in Q2 2024 and has held it in 7 quarters since. The position peaked at $305K in Q4 2024. 97 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

Cascade Investment Group held 4,509 shares of FT Vest US Equity Deep Buffer ETF March worth $202K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF March was a new Cascade Investment Group position in Q2 2026.
FT Vest US Equity Deep Buffer ETF March made up 0.11% of Cascade Investment Group's portfolio in Q2 2026, its #150 holding.
Cascade Investment Group first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2024 and has held it in 7 quarters since.
Cascade Investment Group's FT Vest US Equity Deep Buffer ETF March position peaked at $305K 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 Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.