EP Wealth Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

EP Wealth Advisors’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
2026 Q2	$125K	Buy	+2,797	New	+$123K	﹤0.01%	1625

Other funds holding DMAR

DFG

DWM Financial Group Palatine, Illinois $112M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

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

FIBOI

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

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

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

WTFG

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

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

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

EP Wealth Advisors's DMAR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FT Vest US Equity Deep Buffer ETF March (DMAR) in Q2 2026: 2,797 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings.

96 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

EP Wealth Advisors held 2,797 shares of FT Vest US Equity Deep Buffer ETF March worth $125K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF March was a new EP Wealth Advisors position in Q2 2026.
FT Vest US Equity Deep Buffer ETF March made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1625 holding.
96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.