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 Q2	$1.65M	Hold	37,215	–	–	0.31%	81
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 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

Keystone Wealth Services's GMAR Position: Q2 2026 in Review

Keystone Wealth Services held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 37,215 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #81.

Keystone Wealth Services first reported a position in GMAR in Q2 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Keystone Wealth Services held 37,215 shares of FT Vest US Equity Moderate Buffer ETF March worth $1.65M as of Q2 2026.
Keystone Wealth Services 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 0.31% of Keystone Wealth Services's portfolio in Q2 2026, its #81 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2023 and has held it in 12 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.