Spectrum Asset Management (California)’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Spectrum Asset Management (California)’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	$10.5M	Buy	248,216 +13,453	+6%	+$565K	3.34%	7
2025 Q4	$9.78M	Sell	234,763 -3,786	-2%	-$156K	3.26%	8
2025 Q3	$9.73M	Sell	238,549 -2,620	-1%	-$105K	3.42%	7
2025 Q2	$9.54M	Buy	241,169 +102,061	+73%	+$3.89M	4.15%	5
2025 Q1	$5.24M	Sell	139,108 -363	-0.3%	-$13.9K	2.33%	11
2024 Q4	$5.32M	Sell	139,471 -2,403	-2%	-$91.1K	2.39%	8
2024 Q3	$5.3M	Sell	141,874 -900	-0.6%	-$32.8K	2.24%	11
2024 Q2	$5.14M	Sell	142,774 -141,958	-50%	-$4.97M	2.38%	12
2024 Q1	$9.94M	Buy	+284,732	New	+$9.75M	4.26%	3

Other funds holding DMAR

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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

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return