ORG Partners’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

ORG Partners’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
2025 Q4	$143K	Sell	3,500 -169,310	-98%	-$6.84M	0.03%	382
2025 Q3	$6.03M	Sell	172,810 -224,458	-57%	-$8.88M	1.1%	16
2025 Q2	$15.5M	Sell	397,268 -118,737	-23%	-$4.45M	3.3%	2
2025 Q1	$19.2M	Buy	516,005 +507,505	+5,971%	+$19.1M	4.73%	2
2024 Q4	$318K	Buy	8,500 +7,000	+467%	+$260K	0.04%	252
2024 Q3	$55.1K	Buy	+1,500	New	+$53.8K	0.01%	494

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

KAS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WTFG

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

CHC

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

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

ORG Partners's GMAR Position: Q4 2025 in Review

ORG Partners reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 98% in Q4 2025, selling an estimated $6.84M and leaving 3,500 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #382.

ORG Partners first reported a position in GMAR in Q3 2024 and has held it in 6 quarters since. The position peaked at $19.2M in Q1 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q4 2025.

ORG Partners held 3,500 shares of FT Vest US Equity Moderate Buffer ETF March worth $143K as of Q4 2025.
ORG Partners sold 169,310 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2025, an estimated $6.84M.
FT Vest US Equity Moderate Buffer ETF March made up 0.03% of ORG Partners's portfolio in Q4 2025, its #382 holding.
ORG Partners first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q3 2024 and has held it in 6 quarters since.
ORG Partners's FT Vest US Equity Moderate Buffer ETF March position peaked at $19.2M in Q1 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.