Cascade Investment Group’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Cascade Investment Group’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
2025 Q4	–	Sell	-13,239	Closed	-$531K	–	148
2025 Q3	$531K	Sell	13,239 -744	-5%	-$29.4K	0.35%	65
2025 Q2	$545K	Sell	13,983 -838	-6%	-$31.4K	0.38%	59
2025 Q1	$551K	Sell	14,821 -592	-4%	-$22.3K	0.42%	55
2024 Q4	$577K	Sell	15,413 -491	-3%	-$18.3K	0.41%	56
2024 Q3	$584K	Sell	15,904 -89	-0.6%	-$3.19K	0.43%	55
2024 Q2	$567K	Buy	+15,993	New	+$553K	0.44%	52

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WTFG

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

CHC

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

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

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

Cascade Investment Group sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2025, closing a stake of 13,239 shares — an estimated $531K sold.

Cascade Investment Group first reported a position in GMAR in Q2 2024 and held it in 6 quarters. The position peaked at $584K in Q3 2024. 119 funds tracked by Wall St. Rank hold GMAR as of Q4 2025.

Cascade Investment Group reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Cascade Investment Group sold 13,239 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2025, an estimated $531K.
Cascade Investment Group first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 6 quarters.
Cascade Investment Group's FT Vest US Equity Moderate Buffer ETF March position peaked at $584K in Q3 2024.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2025.

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