Silver Oak Securities’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Silver Oak Securities’s Portfolio FMAR Stock Details FMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$567K	Buy	10,848 +1,173	+12%	+$60.2K	0.03%	435
2026 Q1	$469K	Buy	9,675 +400	+4%	+$19.2K	0.03%	461
2025 Q4	$441K	Buy	9,275 +3,555	+62%	+$166K	0.03%	499
2025 Q3	$265K	Buy	+5,720	New	+$261K	0.02%	620

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Silver Oak Securities's FMAR Position: Q2 2026 in Review

Silver Oak Securities increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 12% in Q2 2026, buying an estimated $60.2K and bringing the position to 10,848 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #435.

Silver Oak Securities first reported a position in FMAR in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Silver Oak Securities held 10,848 shares of FT Vest US Equity Buffer ETF March worth $567K as of Q2 2026.
Silver Oak Securities bought 1,173 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $60.2K.
FT Vest US Equity Buffer ETF March made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #435 holding.
Silver Oak Securities first reported a position in FT Vest US Equity Buffer ETF March in Q3 2025 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.