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

DHJJ Financial 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	$339K	Hold	7,660	–	–	0.1%	154
2026 Q1	$319K	Hold	7,660	–	–	0.11%	144
2025 Q4	$314K	Hold	7,660	–	–	0.1%	145
2025 Q3	$307K	Hold	7,660	–	–	0.1%	139
2025 Q2	$298K	Hold	7,660	–	–	0.11%	134
2025 Q1	$285K	Buy	7,660 +1,878	+32%	+$70.8K	0.11%	128
2024 Q4	$217K	Hold	5,782	–	–	0.08%	151
2024 Q3	$212K	Hold	5,782	–	–	0.08%	147
2024 Q2	$205K	Buy	5,782 +300	+5%	+$10.4K	0.09%	144
2024 Q1	$189K	Buy	5,482 +1,559	+40%	+$52.7K	0.08%	146
2023 Q4	$131K	Sell	3,923 -98	-2%	-$3.18K	0.06%	170
2023 Q3	$127K	Buy	+4,021	New	+$128K	0.06%	162

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

DHJJ Financial Advisors's GMAR Position: Q2 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 7,660 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #154.

DHJJ Financial Advisors first reported a position in GMAR in Q3 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

DHJJ Financial Advisors held 7,660 shares of FT Vest US Equity Moderate Buffer ETF March worth $339K as of Q2 2026.
DHJJ Financial Advisors left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up 0.1% of DHJJ Financial Advisors's portfolio in Q2 2026, its #154 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q3 2023 and has held it in 12 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.