Kingswood Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Kingswood Wealth 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	$299K	Sell	6,759 -263	-4%	-$11.5K	0.01%	778
2026 Q1	$293K	Buy	+7,022	New	+$290K	0.01%	722
2025 Q1	–	Sell	-5,702	Closed	-$214K	–	767
2024 Q4	$214K	Buy	+5,702	New	+$212K	0.02%	716

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

Kingswood Wealth Advisors's GMAR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 3.7% in Q2 2026, selling an estimated $11.5K and leaving 6,759 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #778.

Kingswood Wealth Advisors first reported a position in GMAR in Q4 2024 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Kingswood Wealth Advisors held 6,759 shares of FT Vest US Equity Moderate Buffer ETF March worth $299K as of Q2 2026.
Kingswood Wealth Advisors sold 263 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $11.5K.
FT Vest US Equity Moderate Buffer ETF March made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #778 holding.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.