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 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

KAS

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

SOA Wealth Advisors's QMAR Position: Q1 2026 in Review

SOA Wealth Advisors reduced its FT Vest Growth-100 Buffer ETF March (QMAR) stake by 58% in Q1 2026, selling an estimated $11K and leaving 243 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

SOA Wealth Advisors first reported a position in QMAR in Q2 2022 and has held it in 16 quarters since. The position peaked at $101K in Q4 2024. 89 funds tracked by Wall St. Rank hold QMAR as of Q1 2026.

SOA Wealth Advisors held 243 shares of FT Vest Growth-100 Buffer ETF March worth $8.17K as of Q1 2026.
SOA Wealth Advisors sold 330 FT Vest Growth-100 Buffer ETF March shares in Q1 2026, an estimated $11K.
FT Vest Growth-100 Buffer ETF March made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #616 holding.
SOA Wealth Advisors first reported a position in FT Vest Growth-100 Buffer ETF March in Q2 2022 and has held it in 16 quarters since.
SOA Wealth Advisors's FT Vest Growth-100 Buffer ETF March position peaked at $101K in Q4 2024.
89 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.