OPS
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Orion Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$247K Buy
6,560
+167
+3% +$6.41K ﹤0.01% 1718
2024
Q4 		$244K Sell
6,393
-1,335
-17% -$50.6K ﹤0.01% 1663
2024
Q3 		$289K Sell
7,728
-92
-1% -$3.35K ﹤0.01% 1535
2024
Q2 		$282K Sell
7,820
-798
-9% -$27.9K ﹤0.01% 1485
2024
Q1 		$301K Buy
8,618
+1,860
+28% +$63.7K ﹤0.01% 1463
2023
Q4 		$229K Sell
6,758
-1,865
-22% -$61.4K ﹤0.01% 1519
2023
Q3 		$277K Sell
8,623
-65
-0.7% -$2.11K ﹤0.01% 1412
2023
Q2 		$280K Buy
+8,688
New +$273K ﹤0.01% 1423

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KAS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Raymond James Financial
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HAM
Hickory Asset Management Concord, Ohio $121M AUM
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return