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Modern Wealth Management’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Modern Wealth Management’s Portfolio QMAR Stock Details QMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Hold
6,840
– – ﹤0.01% 793
2025
Q4 		$226K Sell
6,840
-806
-11% -$26.2K ﹤0.01% 777
2025
Q3 		$246K Sell
7,646
-6,078
-44% -$192K ﹤0.01% 706
2025
Q2 		$425K Buy
+13,724
New +$400K 0.01% 519

Other funds holding QMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Modern Wealth Management's QMAR Position: Q1 2026 in Review

Modern Wealth Management held its FT Vest Growth-100 Buffer ETF March (QMAR) position steady in Q1 2026 at 6,840 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Modern Wealth Management first reported a position in QMAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $425K in Q2 2025. 89 funds tracked by Wall St. Rank hold QMAR as of Q1 2026.

  • Modern Wealth Management held 6,840 shares of FT Vest Growth-100 Buffer ETF March worth $231K as of Q1 2026.
  • Modern Wealth Management left its FT Vest Growth-100 Buffer ETF March share count unchanged in Q1 2026.
  • FT Vest Growth-100 Buffer ETF March made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #793 holding.
  • Modern Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's FT Vest Growth-100 Buffer ETF March position peaked at $425K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.