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 Q2	–	Sell	-118	Closed	-$4.92K	–	2788
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 $369B AUM 28.27% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

CHC

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

Pinnacle Wealth Planning Services's GMAR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q2 2026, closing a stake of 118 shares — an estimated $4.92K sold.

Pinnacle Wealth Planning Services first reported a position in GMAR in Q4 2025 and held it in 2 quarters. The position peaked at $4.92K in Q1 2026. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 118 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $4.92K.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2025 and held it in 2 quarters.
Pinnacle Wealth Planning Services's FT Vest US Equity Moderate Buffer ETF March position peaked at $4.92K in Q1 2026.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.