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 Q2	$12.9K	Hold	288	–	–	﹤0.01%	574
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

DFG

DWM Financial Group Palatine, Illinois $112M AUM

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOA Wealth Advisors's DMAR Position: Q2 2026 in Review

SOA Wealth Advisors held its FT Vest US Equity Deep Buffer ETF March (DMAR) position steady in Q2 2026 at 288 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

SOA Wealth Advisors first reported a position in DMAR in Q1 2024 and has held it in 10 quarters since. 97 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

SOA Wealth Advisors held 288 shares of FT Vest US Equity Deep Buffer ETF March worth $12.9K as of Q2 2026.
SOA Wealth Advisors left its FT Vest US Equity Deep Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF March made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #574 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.