Grantvest Financial Group’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Grantvest Financial Group’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	$425K	Buy	8,139 +2,783	+52%	+$143K	0.25%	103
2026 Q1	$260K	Sell	5,356 -1,672	-24%	-$80.1K	0.17%	145
2025 Q4	$334K	Sell	7,028 -77	-1%	-$3.6K	0.21%	110
2025 Q3	$330K	Sell	7,105 -228	-3%	-$10.4K	0.23%	104
2025 Q2	$329K	Sell	7,333 -484	-6%	-$20.7K	0.24%	98
2025 Q1	$330K	Sell	7,817 -743	-9%	-$32.3K	0.27%	90
2024 Q4	$370K	Buy	+8,560	New	+$368K	0.41%	77

Other funds holding FMAR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Grantvest Financial Group's FMAR Position: Q2 2026 in Review

Grantvest Financial Group increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 52% in Q2 2026, buying an estimated $143K and bringing the position to 8,139 shares worth $425K. The position accounts for 0.25% of the portfolio, ranked #103.

Grantvest Financial Group first reported a position in FMAR in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Grantvest Financial Group held 8,139 shares of FT Vest US Equity Buffer ETF March worth $425K as of Q2 2026.
Grantvest Financial Group bought 2,783 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $143K.
FT Vest US Equity Buffer ETF March made up 0.25% of Grantvest Financial Group's portfolio in Q2 2026, its #103 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.