Sequent Planning’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Sequent Planning’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	$406K	Buy	9,175 +3,192	+53%	+$139K	0.09%	169
2026 Q1	$249K	Buy	5,983 +271	+5%	+$11.2K	0.06%	211
2025 Q4	$234K	Sell	5,712 -545	-9%	-$22K	0.06%	201
2025 Q3	$251K	Buy	6,257 +710	+13%	+$28.1K	0.07%	175
2025 Q2	$216K	Buy	+5,547	New	+$208K	0.07%	157
2024 Q4	–	Sell	-6,341	Closed	-$233K	–	147
2024 Q3	$233K	Buy	6,341 +297	+5%	+$10.7K	0.08%	131
2024 Q2	$215K	Buy	6,044 +75	+1%	+$2.59K	0.07%	131
2024 Q1	$205K	Buy	+5,969	New	+$202K	0.07%	137

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

Sequent Planning's GMAR Position: Q2 2026 in Review

Sequent Planning increased its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 53% in Q2 2026, buying an estimated $139K and bringing the position to 9,175 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #169.

Sequent Planning first reported a position in GMAR in Q1 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Sequent Planning held 9,175 shares of FT Vest US Equity Moderate Buffer ETF March worth $406K as of Q2 2026.
Sequent Planning bought 3,192 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $139K.
FT Vest US Equity Moderate Buffer ETF March made up 0.09% of Sequent Planning's portfolio in Q2 2026, its #169 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q1 2024 and has held it in 8 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.