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

Steward Partners Investment Advisory’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 Q2	$199K	Hold	4,495	–	–	﹤0.01%	2237
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

Other funds holding GMAR

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Steward Partners Investment Advisory's GMAR Position: Q2 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 4,495 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Steward Partners Investment Advisory first reported a position in GMAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $374K in Q2 2025. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Steward Partners Investment Advisory held 4,495 shares of FT Vest US Equity Moderate Buffer ETF March worth $199K as of Q2 2026.
Steward Partners Investment Advisory left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2237 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF March position peaked at $374K in Q2 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.