Schubert & Co’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Schubert & Co’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	$337K	Hold	7,619	–	–	0.23%	57
2026 Q1	$318K	Sell	7,619 -9,824	-56%	-$405K	0.26%	54
2025 Q4	$714K	Sell	17,443 -6,757	-28%	-$273K	0.57%	30
2025 Q3	$970K	Sell	24,200 -2,037	-8%	-$80.6K	0.71%	25
2025 Q2	$1.02M	Sell	26,237 -4,182	-14%	-$157K	0.72%	20
2025 Q1	$1.13M	Sell	30,419 -90,674	-75%	-$3.42M	0.78%	17
2024 Q4	$4.54M	Hold	121,093	–	–	3.06%	5
2024 Q3	$4.45M	Buy	121,093 +231	+0.2%	+$8.29K	3.16%	4
2024 Q2	$4.16M	Hold	120,862	–	–	3.54%	4
2024 Q1	$4.16M	Buy	+120,862	New	+$4.08M	3.54%	4

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

Schubert & Co's GMAR Position: Q2 2026 in Review

Schubert & Co held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 7,619 shares worth $337K. The position accounts for 0.23% of the portfolio, ranked #57.

Schubert & Co first reported a position in GMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.54M in Q4 2024. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Schubert & Co held 7,619 shares of FT Vest US Equity Moderate Buffer ETF March worth $337K as of Q2 2026.
Schubert & Co left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up 0.23% of Schubert & Co's portfolio in Q2 2026, its #57 holding.
Schubert & Co first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Schubert & Co's FT Vest US Equity Moderate Buffer ETF March position peaked at $4.54M in Q4 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.