J.W. Cole Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

J.W. Cole Advisors’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	$300K	Buy	+6,773	New	+$295K	0.01%	1271
2026 Q1	–	Sell	-5,994	Closed	-$245K	–	1036
2025 Q4	$245K	Hold	5,994	–	–	0.01%	1204
2025 Q3	$240K	Hold	5,994	–	–	﹤0.01%	1353
2025 Q2	$233K	Hold	5,994	–	–	0.01%	1281
2025 Q1	$223K	Hold	5,994	–	–	0.01%	1099
2024 Q4	$225K	Hold	5,994	–	–	0.01%	867
2024 Q3	$220K	Hold	5,994	–	–	0.01%	872
2024 Q2	$212K	Hold	5,994	–	–	0.01%	835
2024 Q1	$206K	Buy	+5,994	New	+$203K	0.01%	827

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

J.W. Cole Advisors's GMAR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q2 2026: 6,773 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #1271 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GMAR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GMAR in Q1 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

J.W. Cole Advisors held 6,773 shares of FT Vest US Equity Moderate Buffer ETF March worth $300K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF March was a new J.W. Cole Advisors position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1271 holding.
J.W. Cole Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.