Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Schulz Wealth’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	$1.49M	Sell	36,471 -1,166	-3%	-$47.1K	0.96%	23
2025 Q3	$1.51M	Hold	37,637	–	–	1%	21
2025 Q2	$1.47M	Buy	37,637 +2,215	+6%	+$83.1K	1.1%	21
2025 Q1	$1.32M	Buy	35,422 +267	+0.8%	+$10.1K	1%	20
2024 Q4	$1.32M	Hold	35,155	–	–	1.01%	19
2024 Q3	$1.29M	Hold	35,155	–	–	1%	20
2024 Q2	$1.25M	Sell	35,155 -1,488	-4%	-$51.4K	1.06%	18
2024 Q1	$1.26M	Buy	36,643 +3,147	+9%	+$106K	1.08%	18
2023 Q4	$1.12M	Buy	+33,496	New	+$1.09M	1.07%	16

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

Schulz Wealth's GMAR Position: Q4 2025 in Review

Schulz Wealth reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 3.1% in Q4 2025, selling an estimated $47.1K and leaving 36,471 shares worth $1.49M. The position accounts for 0.96% of the portfolio, ranked #23.

Schulz Wealth first reported a position in GMAR in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q4 2025.

Schulz Wealth held 36,471 shares of FT Vest US Equity Moderate Buffer ETF March worth $1.49M as of Q4 2025.
Schulz Wealth sold 1,166 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2025, an estimated $47.1K.
FT Vest US Equity Moderate Buffer ETF March made up 0.96% of Schulz Wealth's portfolio in Q4 2025, its #23 holding.
Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's FT Vest US Equity Moderate Buffer ETF March position peaked at $1.51M in Q3 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.