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

LM 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
Q1 		$8.25K Buy
344
+6
+2% +$248 0.13% 106
2025
Q4 		$8.25K Sell
338
-7,910
-96% -$320K 0.15% 97
2025
Q3 		$331K Hold
8,248
– – 0.05% 159
2025
Q2 		$321K Buy
8,248
+780
+10% +$29.3K 0.04% 153
2025
Q1 		$278K Hold
7,468
– – 0.05% 189
2024
Q4 		$280K Sell
7,468
-2,533
-25% -$94.2K 0.05% 164
2024
Q3 		$367K Buy
10,001
+2,000
+25% +$71.8K 0.07% 134
2024
Q2 		$284K Hold
8,001
– – ﹤0.01% 158
2024
Q1 		$275K Hold
8,001
– – 0.04% 183
2023
Q4 		$267K Buy
+8,001
New +$259K 0.05% 165

Other funds holding GMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIBOI
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
BHC
Bull Harbor Capital Bethesda, Maryland $373M AUM
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return