McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

McKinley Carter Wealth Services’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
2026 Q3	$526K	Hold	11,500	–	–	0.03%	229
2026 Q2	$514K	Sell	11,500 -7,230	-39%	-$319K	0.03%	235
2026 Q1	$794K	Hold	18,730	–	–	0.05%	185
2025 Q4	$780K	Hold	18,730	–	–	0.04%	186
2025 Q3	$764K	Hold	18,730	–	–	0.04%	185
2025 Q2	$741K	Hold	18,730	–	–	0.04%	177
2025 Q1	$706K	Hold	18,730	–	–	0.04%	178
2024 Q4	$715K	Hold	18,730	–	–	0.04%	173
2024 Q3	$699K	Hold	18,730	–	–	0.04%	186
2024 Q2	$674K	Hold	18,730	–	–	0.04%	181
2024 Q1	$654K	Buy	18,730 +7,230	+63%	+$248K	0.04%	187
2023 Q4	$389K	Hold	11,500	–	–	0.03%	227
2023 Q3	$370K	Hold	11,500	–	–	0.03%	227
2023 Q2	$371K	Hold	11,500	–	–	0.03%	233
2023 Q1	$355K	Buy	+11,500	New	+$349K	0.03%	237

Other funds holding DMAR

DWM Financial Group Palatine, Illinois $128M AUM

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

McKinley Carter Wealth Services's DMAR Position: Q3 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Deep Buffer ETF March (DMAR) position steady in Q3 2026 at 11,500 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #229.

McKinley Carter Wealth Services first reported a position in DMAR in Q1 2023 and has held it in 15 quarters since. The position peaked at $794K in Q1 2026. 50 funds tracked by Wall St. Rank hold DMAR as of Q3 2026.

McKinley Carter Wealth Services held 11,500 shares of FT Vest US Equity Deep Buffer ETF March worth $526K as of Q3 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Deep Buffer ETF March share count unchanged in Q3 2026.
FT Vest US Equity Deep Buffer ETF March made up 0.03% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #229 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2023 and has held it in 15 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Deep Buffer ETF March position peaked at $794K in Q1 2026.
50 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.