HWM
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HFG Wealth Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

HFG Wealth Management’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 		$352K Hold
8,447
– – 0.19% 44
2025
Q4 		$346K Hold
8,447
– – 0.19% 43
2025
Q3 		$339K Sell
8,447
-27,382
-76% -$1.08M 0.18% 43
2025
Q2 		$1.33M Sell
35,829
-4,225
-11% -$158K 0.81% 27
2025
Q1 		$1.5M Sell
40,054
-241,774
-86% -$9.12M 0.91% 25
2024
Q4 		$10.3M Buy
281,828
+37,865
+16% +$1.41M 6.71% 5
2024
Q3 		$8.65M Hold
243,963
– – 5.51% 6
2024
Q2 		$8.65M Buy
+243,963
New +$8.43M 5.51% 6

Other funds holding GMAR

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FIBOI
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
BHC
Bull Harbor Capital Bethesda, Maryland $373M AUM
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return