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

SOA Wealth Advisors’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
Q1 		$343K Sell
7,074
-1,779
-20% -$85.2K 0.06% 147
2025
Q4 		$420K Sell
8,853
-388
-4% -$18.2K 0.07% 138
2025
Q3 		$429K Hold
9,241
– – 0.07% 135
2025
Q2 		$414K Sell
9,241
-29
-0.3% -$1.24K 0.08% 132
2025
Q1 		$391K Buy
9,270
+145
+2% +$6.3K 0.08% 127
2024
Q4 		$395K Hold
9,125
– – 0.07% 131
2024
Q3 		$386K Hold
9,125
– – 0.07% 128
2024
Q2 		$370K Buy
9,125
+7,266
+391% +$286K 0.07% 126
2024
Q1 		$72.9K Buy
1,859
+1,651
+794% +$63.3K 0.02% 268
2023
Q4 		$7.85K Hold
208
– – ﹤0.01% 555
2023
Q3 		$7.32K Hold
208
– – ﹤0.01% 566
2023
Q2 		$7.41K Hold
208
– – ﹤0.01% 569
2023
Q1 		$6.99K Buy
+208
New +$6.77K ﹤0.01% 576

Other funds holding FMAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return