Stonebridge Financial Group (Pennsylvania)’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-5,267	Closed	-$216K	–	267
2025 Q4	$216K	Hold	5,267	–	–	0.02%	236
2025 Q3	$211K	Hold	5,267	–	–	0.02%	232
2025 Q2	$205K	Buy	5,267 +3,134	+147%	+$118K	0.02%	231
2025 Q1	$79.3K	Hold	2,133	–	–	0.01%	319
2024 Q4	$79.9K	Buy	+2,133	New	+$79.3K	0.01%	322

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $68.3B AUM 20.5% 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

WTFG

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

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

CHC

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

Stonebridge Financial Group (Pennsylvania)'s GMAR Position: Q1 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q1 2026, closing a stake of 5,267 shares — an estimated $216K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in GMAR in Q4 2024 and held it in 5 quarters. The position peaked at $216K in Q4 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q1 2026.

Stonebridge Financial Group (Pennsylvania) reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 5,267 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $216K.
Stonebridge Financial Group (Pennsylvania) first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and held it in 5 quarters.
Stonebridge Financial Group (Pennsylvania)'s FT Vest US Equity Moderate Buffer ETF March position peaked at $216K in Q4 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2026, filed 8 Apr 2026.