Pinnacle Wealth Planning Services’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Pinnacle Wealth Planning Services’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	$4.92K	Hold	118	–	–	﹤0.01%	2267
2025 Q4	$4.83K	Buy	+118	New	+$4.77K	﹤0.01%	2288

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 $71.6B AUM 21.08% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Pinnacle Wealth Planning Services's GMAR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q1 2026 at 118 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Pinnacle Wealth Planning Services first reported a position in GMAR in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold GMAR as of Q1 2026.

Pinnacle Wealth Planning Services held 118 shares of FT Vest US Equity Moderate Buffer ETF March worth $4.92K as of Q1 2026.
Pinnacle Wealth Planning Services left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF March made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2267 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2025 and has held it in 2 quarters since.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.