Orion Portfolio Solutions’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Orion Portfolio Solutions’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 Q1	$233K	Buy	6,261 +220	+4%	+$8.3K	﹤0.01%	1741
2024 Q4	$226K	Sell	6,041 -3,622	-37%	-$135K	﹤0.01%	1691
2024 Q3	$355K	Sell	9,663 -29	-0.3%	-$1.04K	﹤0.01%	1457
2024 Q2	$343K	Buy	9,692 +666	+7%	+$23K	﹤0.01%	1414
2024 Q1	$311K	Sell	9,026 -267	-3%	-$9.02K	﹤0.01%	1451
2023 Q4	$311K	Sell	9,293 -20	-0.2%	-$649	﹤0.01%	1395
2023 Q3	$295K	Sell	9,313 -243	-3%	-$7.76K	﹤0.01%	1391
2023 Q2	$304K	Buy	+9,556	New	+$295K	﹤0.01%	1393

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $1.03B AUM 34.9% 1-Year Est. Return

Orion Portfolio Solutions's GMAR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 3.6% in Q1 2025, buying an estimated $8.3K and bringing the position to 6,261 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Orion Portfolio Solutions first reported a position in GMAR in Q2 2023 and has held it in 8 quarters since. The position peaked at $355K in Q3 2024. 109 funds tracked by Wall St. Rank hold GMAR as of Q1 2025.

Orion Portfolio Solutions held 6,261 shares of FT Vest US Equity Moderate Buffer ETF March worth $233K as of Q1 2025.
Orion Portfolio Solutions bought 220 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2025, an estimated $8.3K.
FT Vest US Equity Moderate Buffer ETF March made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1741 holding.
Orion Portfolio Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's FT Vest US Equity Moderate Buffer ETF March position peaked at $355K in Q3 2024.
109 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.