Goldenstone Wealth Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Goldenstone Wealth Management’s Portfolio FMAR Stock Details FMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$516K	Hold	9,870	–	–	0.34%	50
2026 Q1	$479K	Sell	9,870 -150	-1%	-$7.18K	0.35%	51
2025 Q4	$476K	Buy	+10,020	New	+$469K	0.36%	45

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Goldenstone Wealth Management's FMAR Position: Q2 2026 in Review

Goldenstone Wealth Management held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 9,870 shares worth $516K. The position accounts for 0.34% of the portfolio, ranked #50.

Goldenstone Wealth Management first reported a position in FMAR in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Goldenstone Wealth Management held 9,870 shares of FT Vest US Equity Buffer ETF March worth $516K as of Q2 2026.
Goldenstone Wealth Management left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up 0.34% of Goldenstone Wealth Management's portfolio in Q2 2026, its #50 holding.
Goldenstone Wealth Management first reported a position in FT Vest US Equity Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.