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Stephens Inc’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Stephens Inc’s Portfolio GMAR Stock Details GMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$493K Hold
11,821
– – 0.01% 855
2025
Q4 		$484K Sell
11,821
-2,330
-16% -$94.2K 0.01% 859
2025
Q3 		$567K Hold
14,151
– – 0.01% 810
2025
Q2 		$551K Hold
14,151
– – 0.01% 799
2025
Q1 		$526K Sell
14,151
-212
-1% -$8K 0.01% 797
2024
Q4 		$538K Hold
14,363
– – 0.01% 809
2024
Q3 		$527K Sell
14,363
-3,060
-18% -$110K 0.01% 821
2024
Q2 		$617K Sell
17,423
-3,055
-15% -$106K 0.01% 709
2024
Q1 		$705K Buy
20,478
+3,785
+23% +$128K 0.01% 679
2023
Q4 		$558K Hold
16,693
– – 0.01% 706
2023
Q3 		$529K Hold
16,693
– – 0.01% 708
2023
Q2 		$531K Buy
16,693
+5,465
+49% +$169K 0.01% 717
2023
Q1 		$341K Buy
+11,228
New +$337K 0.01% 835

Other funds holding GMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
BHC
Bull Harbor Capital Bethesda, Maryland $373M AUM
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return