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

EPG 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
2025 Q2	–	Sell	-29,000	Closed	-$1.08M	–	367
2025 Q1	$1.08M	Sell	29,000 -2,000	-6%	-$75.4K	0.3%	94
2024 Q4	$1.16M	Sell	31,000 -10,651	-26%	-$396K	0.31%	93
2024 Q3	$1.53M	Buy	+41,651	New	+$1.49M	0.39%	70
2024 Q2	–	Sell	-42,551	Closed	-$1.47M	–	75
2024 Q1	$1.46M	Buy	+42,551	New	+$1.44M	0.36%	75

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KAS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WTFG

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

EPG Wealth Management's GMAR Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q2 2025, closing a stake of 29,000 shares — an estimated $1.08M sold.

EPG Wealth Management first reported a position in GMAR in Q1 2024 and held it in 4 quarters. The position peaked at $1.53M in Q3 2024. 118 funds tracked by Wall St. Rank hold GMAR as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 29,000 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2025, an estimated $1.08M.
EPG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and held it in 4 quarters.
EPG Wealth Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $1.53M in Q3 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.