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

Clearstead 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
2025
Q2 		– Sell
-18,460
Closed -$687K – 2793
2025
Q1 		$687K Buy
+18,460
New +$696K 0.01% 498

Other funds holding GMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
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

Clearstead Advisors's GMAR Position: Q2 2025 in Review

Clearstead Advisors sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q2 2025, closing a stake of 18,460 shares — an estimated $687K sold.

Clearstead Advisors first reported a position in GMAR in Q1 2025 and held it in 1 quarter. The position peaked at $687K in Q1 2025. 118 funds tracked by Wall St. Rank hold GMAR as of Q2 2025.

  • Clearstead Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 18,460 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2025, an estimated $687K.
  • Clearstead Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2025 and held it in 1 quarter.
  • Clearstead Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $687K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.