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

MBL Wealth’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	$442K	Hold	10,000	–	–	0.03%	228
2026 Q1	$417K	Hold	10,000	–	–	0.03%	223
2025 Q4	$409K	Buy	+10,000	New	+$404K	0.03%	204

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

MBL Wealth's GMAR Position: Q2 2026 in Review

MBL Wealth held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 10,000 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #228.

MBL Wealth first reported a position in GMAR in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

MBL Wealth held 10,000 shares of FT Vest US Equity Moderate Buffer ETF March worth $442K as of Q2 2026.
MBL Wealth left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #228 holding.
MBL Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2025 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 MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.