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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
Q2 		$13.1K Hold
293
– – 0.01% 539
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

DFG
DWM Financial Group Palatine, Illinois $112M AUM
Envestnet Asset Management
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evolution Wealth Management's DMAR Position: Q2 2026 in Review

Evolution Wealth Management held its FT Vest US Equity Deep Buffer ETF March (DMAR) position steady in Q2 2026 at 293 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #539.

Evolution Wealth Management first reported a position in DMAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $91.5K in Q4 2025. 97 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

  • Evolution Wealth Management held 293 shares of FT Vest US Equity Deep Buffer ETF March worth $13.1K as of Q2 2026.
  • Evolution Wealth Management left its FT Vest US Equity Deep Buffer ETF March share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF March made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #539 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 5 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF March position peaked at $91.5K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.