Schwallier Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Schwallier Wealth Management’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-20,039	Closed	-$817K	–	57
2025 Q3	$817K	Sell	20,039 -21	-0.1%	-$844	0.51%	22
2025 Q2	$794K	Buy	+20,060	New	+$764K	0.49%	22

Other funds holding DMAR

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 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

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Schwallier Wealth Management's DMAR Position: Q4 2025 in Review

Schwallier Wealth Management sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q4 2025, closing a stake of 20,039 shares — an estimated $817K sold.

Schwallier Wealth Management first reported a position in DMAR in Q2 2025 and held it in 2 quarters. The position peaked at $817K in Q3 2025. 90 funds tracked by Wall St. Rank hold DMAR as of Q4 2025.

Schwallier Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Schwallier Wealth Management sold 20,039 FT Vest US Equity Deep Buffer ETF March shares in Q4 2025, an estimated $817K.
Schwallier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF March in Q2 2025 and held it in 2 quarters.
Schwallier Wealth Management's FT Vest US Equity Deep Buffer ETF March position peaked at $817K in Q3 2025.
90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q4 2025.

Based on Schwallier Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.