Mount Yale Investment Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Mount Yale Investment Advisors’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	$275K	Hold	6,226	–	–	0.01%	1009
2026 Q1	$260K	Sell	6,226 -1,420	-19%	-$58.6K	0.01%	957
2025 Q4	$313K	Hold	7,646	–	–	0.02%	585
2025 Q3	$307K	Buy	+7,646	New	+$302K	0.02%	517

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

Mount Yale Investment Advisors's GMAR Position: Q2 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 6,226 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1009.

Mount Yale Investment Advisors first reported a position in GMAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $313K in Q4 2025. 128 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Mount Yale Investment Advisors held 6,226 shares of FT Vest US Equity Moderate Buffer ETF March worth $275K as of Q2 2026.
Mount Yale Investment Advisors 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 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1009 holding.
Mount Yale Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $313K in Q4 2025.
128 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.