Gallagher Fiduciary Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Gallagher Fiduciary 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 Q2	$567K	Sell	12,823 -76	-0.6%	-$3.31K	0.02%	173
2026 Q1	$538K	Sell	12,899 -78	-0.6%	-$3.22K	0.02%	148
2025 Q4	$531K	Sell	12,977 -85	-0.7%	-$3.44K	0.02%	169
2025 Q3	$524K	Sell	13,062 -1	-0%	-$40	0.02%	152
2025 Q2	$509K	Hold	13,063	–	–	0.02%	175
2025 Q1	$486K	Buy	13,063 +330	+3%	+$12.4K	0.02%	159
2024 Q4	$477K	Sell	12,733 -150	-1%	-$5.58K	0.09%	148
2024 Q3	$473K	Hold	12,883	–	–	0.1%	121
2024 Q2	$457K	Sell	12,883 -2,914	-18%	-$101K	0.1%	108
2024 Q1	$544K	Buy	15,797 +8,640	+121%	+$292K	0.02%	105
2023 Q4	$239K	Hold	7,157	–	–	0.01%	165
2023 Q3	$227K	Hold	7,157	–	–	0.02%	152
2023 Q2	$228K	Buy	+7,157	New	+$221K	0.02%	193

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FIBOI

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

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

CHC

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

Gallagher Fiduciary Advisors's GMAR Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 0.59% in Q2 2026, selling an estimated $3.31K and leaving 12,823 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #173.

Gallagher Fiduciary Advisors first reported a position in GMAR in Q2 2023 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Gallagher Fiduciary Advisors held 12,823 shares of FT Vest US Equity Moderate Buffer ETF March worth $567K as of Q2 2026.
Gallagher Fiduciary Advisors sold 76 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $3.31K.
FT Vest US Equity Moderate Buffer ETF March made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #173 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2023 and has held it in 13 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.