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 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

DFG

DWM Financial Group Palatine, Illinois $112M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McKinley Carter Wealth Services's DMAR Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 39% in Q2 2026, selling an estimated $319K and leaving 11,500 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #235.

McKinley Carter Wealth Services first reported a position in DMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $794K in Q1 2026. 97 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

McKinley Carter Wealth Services held 11,500 shares of FT Vest US Equity Deep Buffer ETF March worth $514K as of Q2 2026.
McKinley Carter Wealth Services sold 7,230 FT Vest US Equity Deep Buffer ETF March shares in Q2 2026, an estimated $319K.
FT Vest US Equity Deep Buffer ETF March made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #235 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 14 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Deep Buffer ETF March position peaked at $794K in Q1 2026.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.