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

Concurrent Investment 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
2026 Q2	$809K	Sell	18,289 -316	-2%	-$13.8K	0.01%	1128
2026 Q1	$776K	Buy	+18,605	New	+$767K	0.01%	995

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

CHC

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

Concurrent Investment Advisors's GMAR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 1.7% in Q2 2026, selling an estimated $13.8K and leaving 18,289 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #1128.

Concurrent Investment Advisors first reported a position in GMAR in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Concurrent Investment Advisors held 18,289 shares of FT Vest US Equity Moderate Buffer ETF March worth $809K as of Q2 2026.
Concurrent Investment Advisors sold 316 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $13.8K.
FT Vest US Equity Moderate Buffer ETF March made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1128 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.