UBS Group’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

UBS Group’s Portfolio FMAR Stock Details FMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$784	Buy	+15	New	+$770	﹤0.01%	9730
2025 Q4	–	Sell	-1,000	Closed	-$46.4K	–	10721
2025 Q3	$46.4K	Sell	1,000 -7,341	-88%	-$335K	﹤0.01%	7620
2025 Q2	$374K	Buy	+8,341	New	+$356K	﹤0.01%	6252
2025 Q1	–	Sell	-183	Closed	-$7.92K	–	10383
2024 Q4	$7.92K	Sell	183 -3,120	-94%	-$134K	﹤0.01%	8441
2024 Q3	$140K	Sell	3,303 -3,847	-54%	-$158K	﹤0.01%	6118
2024 Q2	$290K	Buy	+7,150	New	+$282K	﹤0.01%	5408
2024 Q1	–	Sell	-749	Closed	-$28.3K	–	9536
2023 Q4	$28.3K	Sell	749 -97	-11%	-$3.52K	﹤0.01%	6878
2023 Q3	$29.8K	Sell	846 -3,095	-79%	-$111K	﹤0.01%	6590
2023 Q2	$140K	Buy	+3,941	New	+$135K	﹤0.01%	5738
2023 Q1	–	Sell	-2,872	Closed	-$90.1K	–	9834
2022 Q4	$90.1K	Sell	2,872 -5,610	-66%	-$174K	﹤0.01%	6203
2022 Q3	$249K	Buy	8,482 +8,236	+3,348%	+$258K	﹤0.01%	4902
2022 Q2	$7K	Buy	+246	New	+$7.82K	﹤0.01%	8480
2022 Q1	–	Sell	-2,179	Closed	-$72K	–	10451
2021 Q4	$72K	Buy	2,179 +1,849	+560%	+$60.4K	﹤0.01%	6589
2021 Q3	$10K	Buy	+330	New	+$10.6K	﹤0.01%	7999
2021 Q2	–	Sell	-913	Closed	-$27K	–	9505
2021 Q1	$27K	Buy	+913	New	+$27.3K	﹤0.01%	7092

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

UBS Group's FMAR Position: Q2 2026 in Review

UBS Group opened a new position in FT Vest US Equity Buffer ETF March (FMAR) in Q2 2026: 15 shares worth $784. The stake represents ﹤0.01% of the portfolio and ranks #9730 among its holdings. This is a return to the name: UBS Group previously reported a position in FMAR as recently as Q3 2025.

UBS Group first reported a position in FMAR in Q1 2021 and has held it in 15 quarters since. The position peaked at $374K in Q2 2025. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

UBS Group held 15 shares of FT Vest US Equity Buffer ETF March worth $784 as of Q2 2026.
FT Vest US Equity Buffer ETF March was a new UBS Group position in Q2 2026.
FT Vest US Equity Buffer ETF March made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9730 holding.
UBS Group first reported a position in FT Vest US Equity Buffer ETF March in Q1 2021 and has held it in 15 quarters since.
UBS Group's FT Vest US Equity Buffer ETF March position peaked at $374K in Q2 2025.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.