LifeWealth Investments’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

LifeWealth Investments’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,433	Closed	-$222K	–	159
2025 Q3	$222K	Buy	5,433 +192	+4%	+$7.71K	0.07%	134
2025 Q2	$207K	Buy	+5,241	New	+$200K	0.08%	147
2025 Q1	–	Sell	-13,340	Closed	-$509K	–	141
2024 Q4	$509K	Buy	+13,340	New	+$506K	0.34%	68

Other funds holding DMAR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 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

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

LifeWealth Investments's DMAR Position: Q4 2025 in Review

LifeWealth Investments sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2025, closing a stake of 5,433 shares — an estimated $222K sold.

LifeWealth Investments first reported a position in DMAR in Q4 2024 and held it in 3 quarters. The position peaked at $509K in Q4 2024. 90 funds tracked by Wall St. Rank hold DMAR as of Q4 2025.

LifeWealth Investments reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 5,433 FT Vest US Equity Deep Buffer ETF March shares in Q4 2025, an estimated $222K.
LifeWealth Investments first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2024 and held it in 3 quarters.
LifeWealth Investments's FT Vest US Equity Deep Buffer ETF March position peaked at $509K in Q4 2024.
90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.