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TrueWealth Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

TrueWealth Advisors’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
2025
Q4 		– Sell
-5,084
Closed -$204K – 243
2025
Q3 		$204K Sell
5,084
-2,732
-35% -$108K 0.06% 221
2025
Q2 		$304K Buy
+7,816
New +$293K 0.09% 168

Other funds holding GMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

TrueWealth Advisors's GMAR Position: Q4 2025 in Review

TrueWealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF March (GMAR) in Q4 2025, closing a stake of 5,084 shares — an estimated $204K sold.

TrueWealth Advisors first reported a position in GMAR in Q2 2025 and held it in 2 quarters. The position peaked at $304K in Q2 2025. 119 funds tracked by Wall St. Rank hold GMAR as of Q4 2025.

  • TrueWealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 5,084 FT Vest US Equity Moderate Buffer ETF March shares in Q4 2025, an estimated $204K.
  • TrueWealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2025 and held it in 2 quarters.
  • TrueWealth Advisors's FT Vest US Equity Moderate Buffer ETF March position peaked at $304K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q4 2025.

Based on TrueWealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.