SOA Wealth Advisors’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

SOA Wealth Advisors’s Portfolio QMAR Stock Details QMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.43K	Sell	92 -151	-62%	-$5.49K	﹤0.01%	731
2026 Q1	$8.17K	Sell	243 -330	-58%	-$11K	﹤0.01%	616
2025 Q4	$18.9K	Hold	573	–	–	﹤0.01%	509
2025 Q3	$18.4K	Hold	573	–	–	﹤0.01%	527
2025 Q2	$17.8K	Sell	573 -2,830	-83%	-$82.5K	﹤0.01%	522
2025 Q1	$96.3K	Hold	3,403	–	–	0.02%	264
2024 Q4	$101K	Hold	3,403	–	–	0.02%	253
2024 Q3	$97.4K	Hold	3,403	–	–	0.02%	251
2024 Q2	$95.2K	Buy	3,403 +2,830	+494%	+$75.9K	0.02%	252
2024 Q1	$15.2K	Hold	573	–	–	﹤0.01%	481
2023 Q4	$14.7K	Hold	573	–	–	﹤0.01%	476
2023 Q3	$13.8K	Hold	573	–	–	﹤0.01%	480
2023 Q2	$13.7K	Hold	573	–	–	﹤0.01%	491
2023 Q1	$12.7K	Hold	573	–	–	﹤0.01%	501
2022 Q4	$10.8K	Hold	573	–	–	﹤0.01%	508
2022 Q3	$10K	Hold	573	–	–	﹤0.01%	513
2022 Q2	$11K	Buy	+573	New	+$11.8K	﹤0.01%	486

Other funds holding QMAR

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

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

SOA Wealth Advisors reduced its FT Vest Growth-100 Buffer ETF March (QMAR) stake by 62% in Q2 2026, selling an estimated $5.49K and leaving 92 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

SOA Wealth Advisors first reported a position in QMAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $101K in Q4 2024. 97 funds tracked by Wall St. Rank hold QMAR as of Q2 2026.

SOA Wealth Advisors held 92 shares of FT Vest Growth-100 Buffer ETF March worth $3.43K as of Q2 2026.
SOA Wealth Advisors sold 151 FT Vest Growth-100 Buffer ETF March shares in Q2 2026, an estimated $5.49K.
FT Vest Growth-100 Buffer ETF March made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #731 holding.
SOA Wealth Advisors first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2022 and has held it in 17 quarters since.
SOA Wealth Advisors's FT Vest Growth-100 Buffer ETF March position peaked at $101K in Q4 2024.
97 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q2 2026.

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