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

Waverly 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
2026 Q2	$872K	Hold	19,721	–	–	0.01%	944
2026 Q1	$822K	Sell	19,721 -320	-2%	-$13.2K	0.01%	891
2025 Q4	$820K	Buy	+20,041	New	+$810K	0.01%	823

Other funds holding GMAR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $85.1B AUM 27.35% 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

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

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

CHC

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

Waverly Advisors's GMAR Position: Q2 2026 in Review

Waverly Advisors held its FT Vest US Equity Moderate Buffer ETF March (GMAR) position steady in Q2 2026 at 19,721 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #944.

Waverly Advisors first reported a position in GMAR in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

Waverly Advisors held 19,721 shares of FT Vest US Equity Moderate Buffer ETF March worth $872K as of Q2 2026.
Waverly Advisors left its FT Vest US Equity Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF March made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #944 holding.
Waverly Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.