Synergy Asset Management’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Synergy Asset Management’s Portfolio QMAR Stock Details QMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Sell	32,060 -9,316	-23%	-$339K	0.11%	113
2026 Q1	$1.39M	Sell	41,376 -5,921	-13%	-$197K	0.15%	104
2025 Q4	$1.56M	Sell	47,297 -96,579	-67%	-$3.14M	0.16%	83
2025 Q3	$4.52M	Buy	143,876 +96,316	+203%	+$3.04M	0.16%	83
2025 Q2	$1.47M	Sell	47,560 -485	-1%	-$14.1K	0.17%	76
2025 Q1	$1.36M	Buy	48,045 +31,304	+187%	+$932K	0.17%	80
2024 Q4	$498K	Buy	+16,741	New	+$491K	0.04%	156

Other funds holding QMAR

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Synergy Asset Management's QMAR Position: Q2 2026 in Review

Synergy Asset Management reduced its FT Vest Growth-100 Buffer ETF March (QMAR) stake by 23% in Q2 2026, selling an estimated $339K and leaving 32,060 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #113.

Synergy Asset Management first reported a position in QMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.52M in Q3 2025. 97 funds tracked by Wall St. Rank hold QMAR as of Q2 2026.

Synergy Asset Management held 32,060 shares of FT Vest Growth-100 Buffer ETF March worth $1.19M as of Q2 2026.
Synergy Asset Management sold 9,316 FT Vest Growth-100 Buffer ETF March shares in Q2 2026, an estimated $339K.
FT Vest Growth-100 Buffer ETF March made up 0.11% of Synergy Asset Management's portfolio in Q2 2026, its #113 holding.
Synergy Asset Management first reported a position in FT Vest Growth-100 Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
Synergy Asset Management's FT Vest Growth-100 Buffer ETF March position peaked at $4.52M in Q3 2025.
97 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.