HP
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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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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