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

Grantvest Financial Group’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	$237K	Buy	5,347 +94	+2%	+$4.1K	0.14%	169
2026 Q1	$219K	Sell	5,253 -1,740	-25%	-$71.8K	0.14%	159
2025 Q4	$286K	Sell	6,993 -2,141	-23%	-$86.5K	0.18%	130
2025 Q3	$366K	Sell	9,134 -1,938	-18%	-$76.7K	0.25%	94
2025 Q2	$431K	Sell	11,072 -707	-6%	-$26.5K	0.32%	75
2025 Q1	$438K	Sell	11,779 -208	-2%	-$7.85K	0.36%	68
2024 Q4	$449K	Buy	+11,987	New	+$446K	0.5%	58

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

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

Grantvest Financial Group increased its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 1.8% in Q2 2026, buying an estimated $4.1K and bringing the position to 5,347 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #169.

Grantvest Financial Group first reported a position in GMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $449K in Q4 2024. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Grantvest Financial Group held 5,347 shares of FT Vest US Equity Moderate Buffer ETF March worth $237K as of Q2 2026.
Grantvest Financial Group bought 94 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $4.1K.
FT Vest US Equity Moderate Buffer ETF March made up 0.14% of Grantvest Financial Group's portfolio in Q2 2026, its #169 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's FT Vest US Equity Moderate Buffer ETF March position peaked at $449K in Q4 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

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