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 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 $324B AUM 22.36% 1-Year Est. Return

FIBOI

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WTFG

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

BHC

Bull Harbor Capital Bethesda, Maryland $373M AUM

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Mount Yale Investment Advisors's GMAR Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 19% in Q1 2026, selling an estimated $58.6K and leaving 6,226 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #957.

Mount Yale Investment Advisors first reported a position in GMAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $313K in Q4 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q1 2026.

Mount Yale Investment Advisors held 6,226 shares of FT Vest US Equity Moderate Buffer ETF March worth $260K as of Q1 2026.
Mount Yale Investment Advisors sold 1,420 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $58.6K.
FT Vest US Equity Moderate Buffer ETF March made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #957 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 3 quarters since.
Mount Yale Investment Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $313K in Q4 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.