Diversify Wealth Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Diversify Wealth Management’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	$297K	Hold	6,704	–	–	0.01%	1057
2026 Q1	$291K	Buy	+6,704	New	+$277K	0.01%	973

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

Diversify Wealth Management's GMAR Position: Q2 2026 in Review

Diversify Wealth Management held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 6,704 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1057.

Diversify Wealth Management 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.

Diversify Wealth Management held 6,704 shares of FT Vest US Equity Moderate Buffer ETF March worth $297K as of Q2 2026.
Diversify Wealth Management 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 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1057 holding.
Diversify Wealth Management 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.