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
2026 Q2	$1.66M	Buy	+37,497	New	+$1.64M	0.86%	26
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 $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

Schulz Wealth's GMAR Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q2 2026: 37,497 shares worth $1.66M. The stake represents 0.86% of the portfolio and ranks #26 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in GMAR as recently as Q4 2025.

Schulz Wealth first reported a position in GMAR in Q4 2023 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Schulz Wealth held 37,497 shares of FT Vest US Equity Moderate Buffer ETF March worth $1.66M as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF March was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up 0.86% of Schulz Wealth's portfolio in Q2 2026, its #26 holding.
Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2023 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.