Columbia Advisory Partners’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Columbia Advisory Partners’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	-5,702	Closed	-$232K	–	92
2025 Q3	$232K	Sell	5,702 -4,030	-41%	-$162K	0.16%	79
2025 Q2	$385K	Sell	9,732 -16	-0.2%	-$609	0.29%	53
2025 Q1	$367K	Buy	9,748 +175	+2%	+$6.72K	0.32%	47
2024 Q4	$365K	Hold	9,573	–	–	0.34%	43
2024 Q3	$357K	Hold	9,573	–	–	0.34%	38
2024 Q2	$345K	Buy	+9,573	New	+$335K	0.34%	38

Other funds holding DMAR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

WTFG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.95B AUM 22.17% 1-Year Est. Return

Columbia Advisory Partners's DMAR Position: Q4 2025 in Review

Columbia Advisory Partners sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2025, closing a stake of 5,702 shares — an estimated $232K sold.

Columbia Advisory Partners first reported a position in DMAR in Q2 2024 and held it in 6 quarters. The position peaked at $385K in Q2 2025. 90 funds tracked by Wall St. Rank hold DMAR as of Q4 2025.

Columbia Advisory Partners reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Columbia Advisory Partners sold 5,702 FT Vest US Equity Deep Buffer ETF March shares in Q4 2025, an estimated $232K.
Columbia Advisory Partners first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2024 and held it in 6 quarters.
Columbia Advisory Partners's FT Vest US Equity Deep Buffer ETF March position peaked at $385K in Q2 2025.
90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2025.

Based on Columbia Advisory Partners's 13F filing for Q4 2025, filed 22 Jan 2026.