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

Principal Securities’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 Q4	–	Sell	-500	Closed	-$20.1K	–	2227
2025 Q3	$20.1K	Hold	500	–	–	﹤0.01%	2398
2025 Q2	$19.5K	Sell	500 -3,250	-87%	-$122K	﹤0.01%	2331
2025 Q1	$140K	Hold	3,750	–	–	﹤0.01%	1280
2024 Q4	$140K	Hold	3,750	–	–	﹤0.01%	1277
2024 Q3	$138K	Hold	3,750	–	–	﹤0.01%	1248
2024 Q2	$133K	Buy	+3,750	New	+$130K	﹤0.01%	1208

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 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 $919M AUM 26.81% 1-Year Est. Return

Principal Securities's GMAR Position: Q4 2025 in Review

Principal Securities sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2025, closing a stake of 500 shares — an estimated $20.1K sold.

Principal Securities first reported a position in GMAR in Q2 2024 and held it in 6 quarters. The position peaked at $140K in Q1 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q4 2025.

Principal Securities reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 500 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2025, an estimated $20.1K.
Principal Securities first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and held it in 6 quarters.
Principal Securities's FT Vest US Equity Moderate Buffer ETF March position peaked at $140K in Q1 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.