Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Keystone Wealth Services’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	$1.55M	Buy	+37,215	New	+$1.54M	0.33%	75
2025 Q4	–	Sell	-37,215	Closed	-$1.49M	–	279
2025 Q3	$1.49M	Sell	37,215 -1,250	-3%	-$49.4K	0.33%	72
2025 Q2	$1.5M	Hold	38,465	–	–	0.36%	64
2025 Q1	$1.43M	Sell	38,465 -1,700	-4%	-$64.1K	0.39%	59
2024 Q4	$1.5M	Hold	40,165	–	–	0.4%	58
2024 Q3	$1.47M	Hold	40,165	–	–	0.41%	58
2024 Q2	$1.42M	Buy	40,165 +10,001	+33%	+$346K	0.44%	54
2024 Q1	$1.04M	Buy	30,164 +2,403	+9%	+$81.2K	0.34%	74
2023 Q4	$927K	Hold	27,761	–	–	0.32%	75
2023 Q3	$879K	Hold	27,761	–	–	0.33%	77
2023 Q2	$883K	Buy	+27,761	New	+$857K	0.33%	72

Other funds holding GMAR

Raymond James Financial

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Bull Harbor Capital Bethesda, Maryland $373M AUM

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return