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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
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
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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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

Waverly Advisors's GMAR Position: Q1 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 1.6% in Q1 2026, selling an estimated $13.2K and leaving 19,721 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #891.

Waverly Advisors first reported a position in GMAR in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold GMAR as of Q1 2026.

  • Waverly Advisors held 19,721 shares of FT Vest US Equity Moderate Buffer ETF March worth $822K as of Q1 2026.
  • Waverly Advisors sold 320 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $13.2K.
  • FT Vest US Equity Moderate Buffer ETF March made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #891 holding.
  • Waverly Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.