Holistic Planning’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Holistic Planning’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Sell	34,537 -1,629	-5%	-$68.4K	0.29%	75
2025 Q4	$1.51M	Sell	36,166 -1,960	-5%	-$80.5K	0.32%	67
2025 Q3	$1.55M	Hold	38,126	–	–	0.41%	51
2025 Q2	$1.51M	Buy	38,126 +19,932	+110%	+$759K	0.43%	45
2025 Q1	$686K	Hold	18,194	–	–	0.23%	79
2024 Q4	$694K	Hold	18,194	–	–	0.25%	76
2024 Q3	$679K	Buy	+18,194	New	+$663K	0.29%	70

Other funds holding DMAR

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Holistic Planning's DMAR Position: Q1 2026 in Review

Holistic Planning reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 4.5% in Q1 2026, selling an estimated $68.4K and leaving 34,537 shares worth $1.46M. The position accounts for 0.29% of the portfolio, ranked #75.

Holistic Planning first reported a position in DMAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q3 2025. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

Holistic Planning held 34,537 shares of FT Vest US Equity Deep Buffer ETF March worth $1.46M as of Q1 2026.
Holistic Planning sold 1,629 FT Vest US Equity Deep Buffer ETF March shares in Q1 2026, an estimated $68.4K.
FT Vest US Equity Deep Buffer ETF March made up 0.29% of Holistic Planning's portfolio in Q1 2026, its #75 holding.
Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF March in Q3 2024 and has held it in 7 quarters since.
Holistic Planning's FT Vest US Equity Deep Buffer ETF March position peaked at $1.55M in Q3 2025.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.