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 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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

McKinley Carter Wealth Services's DMAR Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Deep Buffer ETF March (DMAR) position steady in Q1 2026 at 18,730 shares worth $794K. The position accounts for 0.05% of the portfolio, ranked #185.

McKinley Carter Wealth Services first reported a position in DMAR in Q1 2023 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

McKinley Carter Wealth Services held 18,730 shares of FT Vest US Equity Deep Buffer ETF March worth $794K as of Q1 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Deep Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF March made up 0.05% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #185 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 13 quarters since.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.