Foundations Investment Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Foundations Investment Advisors’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 Q1	$293K	Buy	+7,028	New	+$290K	﹤0.01%	918
2025 Q1	–	Sell	-6,806	Closed	-$255K	–	883
2024 Q4	$255K	Hold	6,806	–	–	﹤0.01%	704
2024 Q3	$250K	Hold	6,806	–	–	0.01%	690
2024 Q2	$241K	Hold	6,806	–	–	0.01%	669
2024 Q1	$234K	Sell	6,806 -134	-2%	-$4.53K	0.01%	638
2023 Q4	$234K	Sell	6,940 -12,608	-64%	-$409K	0.01%	609
2023 Q3	$619K	Sell	19,548 -125	-0.6%	-$3.99K	0.02%	353
2023 Q2	$626K	Buy	+19,673	New	+$607K	0.02%	322

Other funds holding GMAR

Raymond James Financial

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

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Bull Harbor Capital Bethesda, Maryland $373M AUM

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return