Triad Wealth Partners’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

Triad Wealth Partners’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	$205K	Sell	4,914 -1,125	-19%	-$46.4K	0.02%	468
2025 Q4	$247K	Sell	6,039 -9	-0.1%	-$364	0.02%	424
2025 Q3	$243K	Buy	+6,048	New	+$239K	0.03%	325

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 $340M AUM 14.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

Triad Wealth Partners's GMAR Position: Q1 2026 in Review

Triad Wealth Partners reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 19% in Q1 2026, selling an estimated $46.4K and leaving 4,914 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #468.

Triad Wealth Partners first reported a position in GMAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $247K in Q4 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q1 2026.

Triad Wealth Partners held 4,914 shares of FT Vest US Equity Moderate Buffer ETF March worth $205K as of Q1 2026.
Triad Wealth Partners sold 1,125 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $46.4K.
FT Vest US Equity Moderate Buffer ETF March made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #468 holding.
Triad Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q3 2025 and has held it in 3 quarters since.
Triad Wealth Partners's FT Vest US Equity Moderate Buffer ETF March position peaked at $247K 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 Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.