SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

SOA Wealth Advisors’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
2026 Q1	$12.2K	Hold	288	–	–	﹤0.01%	561
2025 Q4	$12K	Hold	288	–	–	﹤0.01%	573
2025 Q3	$11.7K	Hold	288	–	–	﹤0.01%	587
2025 Q2	$11.4K	Hold	288	–	–	﹤0.01%	583
2025 Q1	$10.9K	Hold	288	–	–	﹤0.01%	549
2024 Q4	$11K	Hold	288	–	–	﹤0.01%	537
2024 Q3	$10.8K	Hold	288	–	–	﹤0.01%	531
2024 Q2	$10.4K	Hold	288	–	–	﹤0.01%	531
2024 Q1	$10.1K	Buy	+288	New	+$9.86K	﹤0.01%	539

Other funds holding DMAR

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return