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Evolution Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Evolution Wealth Management’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
Q1 		$12.4K Sell
293
-1,904
-87% -$79.9K 0.01% 483
2025
Q4 		$91.5K Sell
2,197
-3
-0.1% -$123 0.08% 178
2025
Q3 		$89.7K Hold
2,200
– – 0.09% 148
2025
Q2 		$87.1K Buy
+2,200
New +$83.8K 0.11% 130

Other funds holding DMAR

SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Evolution Wealth Management's DMAR Position: Q1 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 87% in Q1 2026, selling an estimated $79.9K and leaving 293 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #483.

Evolution Wealth Management first reported a position in DMAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $91.5K in Q4 2025. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

  • Evolution Wealth Management held 293 shares of FT Vest US Equity Deep Buffer ETF March worth $12.4K as of Q1 2026.
  • Evolution Wealth Management sold 1,904 FT Vest US Equity Deep Buffer ETF March shares in Q1 2026, an estimated $79.9K.
  • FT Vest US Equity Deep Buffer ETF March made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #483 holding.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF March position peaked at $91.5K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.