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 Q2	$285K	Hold	6,434	–	–	﹤0.01%	2112
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 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

Integrated Wealth Concepts's GMAR Position: Q2 2026 in Review

Integrated Wealth Concepts held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 6,434 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Integrated Wealth Concepts first reported a position in GMAR in Q2 2023 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Integrated Wealth Concepts held 6,434 shares of FT Vest US Equity Moderate Buffer ETF March worth $285K as of Q2 2026.
Integrated Wealth Concepts left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2112 holding.
Integrated Wealth Concepts first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2023 and has held it in 13 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.