Principal Securities’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Principal Securities’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	$394K	Hold	7,543	–	–	﹤0.01%	1193
2026 Q1	$366K	Buy	7,543 +75	+1%	+$3.59K	0.01%	1115
2025 Q4	$354K	Hold	7,468	–	–	0.01%	1065
2025 Q3	$346K	Hold	7,468	–	–	0.01%	1065
2025 Q2	$335K	Sell	7,468 -400	-5%	-$17.1K	0.01%	1024
2025 Q1	$340K	Hold	7,868	–	–	0.01%	923
2024 Q4	$340K	Hold	7,868	–	–	0.01%	917
2024 Q3	$333K	Hold	7,868	–	–	0.01%	894
2024 Q2	$319K	Buy	7,868 +2,917	+59%	+$115K	0.01%	855
2024 Q1	$194K	Buy	+4,951	New	+$190K	0.01%	1026

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Principal Securities's FMAR Position: Q2 2026 in Review

Principal Securities held its FT Vest US Equity Buffer ETF March (FMAR) position steady in Q2 2026 at 7,543 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Principal Securities first reported a position in FMAR in Q1 2024 and has held it in 10 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Principal Securities held 7,543 shares of FT Vest US Equity Buffer ETF March worth $394K as of Q2 2026.
Principal Securities left its FT Vest US Equity Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF March made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1193 holding.
Principal Securities first reported a position in FT Vest US Equity Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.