MAI Capital Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

MAI Capital Management’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	$2.72M	Sell	61,588 -363	-0.6%	-$15.8K	0.01%	618
2026 Q1	$2.58M	Sell	61,951 -646	-1%	-$26.6K	0.01%	529
2025 Q4	$2.56M	Sell	62,597 -1,984	-3%	-$80.2K	0.01%	525
2025 Q3	$2.59M	Sell	64,581 -9,985	-13%	-$395K	0.02%	485
2025 Q2	$2.9M	Sell	74,566 -443	-0.6%	-$16.6K	0.02%	423
2025 Q1	$2.79M	Sell	75,009 -19,799	-21%	-$747K	0.02%	421
2024 Q4	$3.55M	Sell	94,808 -91,106	-49%	-$3.39M	0.03%	378
2024 Q3	$6.83M	Sell	185,914 -266,050	-59%	-$9.54M	0.07%	215
2024 Q2	$16M	Sell	451,964 -188,243	-29%	-$6.51M	0.16%	111
2024 Q1	$22M	Buy	+640,207	New	+$21.6M	0.23%	94

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

MAI Capital Management's GMAR Position: Q2 2026 in Review

MAI Capital Management reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 0.59% in Q2 2026, selling an estimated $15.8K and leaving 61,588 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #618.

MAI Capital Management first reported a position in GMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $22M in Q1 2024. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

MAI Capital Management held 61,588 shares of FT Vest US Equity Moderate Buffer ETF March worth $2.72M as of Q2 2026.
MAI Capital Management sold 363 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $15.8K.
FT Vest US Equity Moderate Buffer ETF March made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #618 holding.
MAI Capital Management first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
MAI Capital Management's FT Vest US Equity Moderate Buffer ETF March position peaked at $22M in Q1 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.