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 Q2	$365K	Buy	8,248 +7,904	+2,298%	+$345K	0.04%	180
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	–	–	0.05%	156
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 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

LM Advisors's GMAR Position: Q2 2026 in Review

LM Advisors increased its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 2,298% in Q2 2026, buying an estimated $345K and bringing the position to 8,248 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #180.

LM Advisors first reported a position in GMAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $367K in Q3 2024. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

LM Advisors held 8,248 shares of FT Vest US Equity Moderate Buffer ETF March worth $365K as of Q2 2026.
LM Advisors bought 7,904 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $345K.
FT Vest US Equity Moderate Buffer ETF March made up 0.04% of LM Advisors's portfolio in Q2 2026, its #180 holding.
LM Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2023 and has held it in 11 quarters since.
LM Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $367K in Q3 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.