Holistic Planning’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Holistic Planning’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	$2M	Buy	45,171 +278	+0.6%	+$12.1K	0.31%	75
2026 Q1	$1.87M	Sell	44,893 -2,110	-4%	-$87K	0.37%	63
2025 Q4	$1.92M	Sell	47,003 -3,615	-7%	-$146K	0.41%	52
2025 Q3	$2.03M	Sell	50,618 -3,878	-7%	-$153K	0.53%	38
2025 Q2	$2.12M	Sell	54,496 -2,560	-4%	-$96K	0.61%	31
2025 Q1	$2.12M	Buy	57,056 +538	+1%	+$20.3K	0.72%	28
2024 Q4	$2.12M	Hold	56,518	–	–	0.77%	25
2024 Q3	$2.08M	Buy	56,518 +39,438	+231%	+$1.41M	0.88%	22
2024 Q2	$588K	Hold	17,080	–	–	0.45%	57
2024 Q1	$588K	Buy	+17,080	New	+$577K	0.45%	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

Holistic Planning's GMAR Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 0.62% in Q2 2026, buying an estimated $12.1K and bringing the position to 45,171 shares worth $2M. The position accounts for 0.31% of the portfolio, ranked #75.

Holistic Planning first reported a position in GMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.12M in Q2 2025. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Holistic Planning held 45,171 shares of FT Vest US Equity Moderate Buffer ETF March worth $2M as of Q2 2026.
Holistic Planning bought 278 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $12.1K.
FT Vest US Equity Moderate Buffer ETF March made up 0.31% of Holistic Planning's portfolio in Q2 2026, its #75 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Holistic Planning's FT Vest US Equity Moderate Buffer ETF March position peaked at $2.12M in Q2 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.