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Pacific Excel Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio FMAR Stock Details FMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,276
Closed -$256K – 260
2026
Q1 		$256K Buy
+5,276
New +$253K 0.27% 103

Other funds holding FMAR

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Pacific Excel Wealth Advisors's FMAR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2026, closing a stake of 5,276 shares — an estimated $256K sold.

Pacific Excel Wealth Advisors first reported a position in FMAR in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 5,276 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $256K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF March position peaked at $256K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.