Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$187K	Sell	4,495 -1,399	-24%	-$57.7K	﹤0.01%	2053
2025 Q4	$241K	Sell	5,894 -2,882	-33%	-$117K	﹤0.01%	1829
2025 Q3	$352K	Sell	8,776 -833	-9%	-$33K	﹤0.01%	1569
2025 Q2	$374K	Buy	9,609 +5,311	+124%	+$199K	﹤0.01%	1437
2025 Q1	$160K	Buy	4,298 +803	+23%	+$30.3K	﹤0.01%	1754
2024 Q4	$131K	Hold	3,495	–	–	﹤0.01%	1839
2024 Q3	$128K	Hold	3,495	–	–	﹤0.01%	1756
2024 Q2	$124K	Buy	3,495 +700	+25%	+$24.2K	﹤0.01%	1672
2024 Q1	$96.2K	Buy	2,795 +1,200	+75%	+$40.6K	﹤0.01%	1788
2023 Q4	$53.3K	Hold	1,595	–	–	﹤0.01%	1959
2023 Q3	$50.5K	Hold	1,595	–	–	﹤0.01%	1904
2023 Q2	$50.7K	Buy	+1,595	New	+$49.3K	﹤0.01%	1881