IWC
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Integrated Wealth Concepts’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Integrated Wealth Concepts’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 		$268K Hold
6,434
– – ﹤0.01% 1926
2025
Q4 		$263K Hold
6,434
– – ﹤0.01% 1377
2025
Q3 		$258K Hold
6,434
– – ﹤0.01% 1714
2025
Q2 		$251K Hold
6,434
– – ﹤0.01% 1648
2025
Q1 		$239K Hold
6,434
– – ﹤0.01% 1528
2024
Q4 		$241K Hold
6,434
– – ﹤0.01% 1502
2024
Q3 		$236K Hold
6,434
– – ﹤0.01% 1485
2024
Q2 		$228K Hold
6,434
– – ﹤0.01% 1464
2024
Q1 		$221K Hold
6,434
– – ﹤0.01% 1475
2023
Q4 		$215K Hold
6,434
– – ﹤0.01% 1434
2023
Q3 		$204K Hold
6,434
– – ﹤0.01% 1408
2023
Q2 		$205K Buy
+6,434
New +$199K ﹤0.01% 1422

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