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

Independent 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
2025 Q3	–	Sell	-11,637	Closed	-$453K	–	1390
2025 Q2	$453K	Sell	11,637 -169	-1%	-$6.34K	0.01%	820
2025 Q1	$439K	Sell	11,806 -202	-2%	-$7.62K	0.02%	761
2024 Q4	$450K	Buy	12,008 +2,740	+30%	+$102K	0.01%	738
2024 Q3	$340K	Buy	9,268 +1,159	+14%	+$41.6K	0.01%	822
2024 Q2	$287K	Buy	+8,109	New	+$280K	0.01%	855

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KAS

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WTFG

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Independent Financial Group's GMAR Position: Q3 2025 in Review

Independent Financial Group sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q3 2025, closing a stake of 11,637 shares — an estimated $453K sold.

Independent Financial Group first reported a position in GMAR in Q2 2024 and held it in 5 quarters. The position peaked at $453K in Q2 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q3 2025.

Independent Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 11,637 FT Vest US Equity Moderate Buffer ETF March shares in Q3 2025, an estimated $453K.
Independent Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 5 quarters.
Independent Financial Group's FT Vest US Equity Moderate Buffer ETF March position peaked at $453K in Q2 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.