Wetzel Investment Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Wetzel Investment Advisors’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Sell	32,783 -883	-3%	-$39K	0.51%	35
2026 Q1	$1.43M	Sell	33,666 -668	-2%	-$28K	0.57%	33
2025 Q4	$1.43M	Sell	34,334 -320	-0.9%	-$13.2K	0.58%	32
2025 Q3	$1.41M	Sell	34,654 -1,498	-4%	-$60.2K	0.6%	29
2025 Q2	$1.43M	Sell	36,152 -2,587	-7%	-$98.5K	0.65%	29
2025 Q1	$1.46M	Sell	38,739 -541	-1%	-$20.8K	0.74%	30
2024 Q4	$1.5M	Sell	39,280 -422	-1%	-$16K	0.75%	31
2024 Q3	$1.48M	Sell	39,702 -1,597	-4%	-$58.2K	0.75%	29
2024 Q2	$1.44M	Buy	41,299 +114	+0.3%	+$3.99K	0.82%	27
2024 Q1	$1.4M	Sell	41,185 -270	-0.7%	-$9.24K	0.83%	26
2023 Q4	$1.4M	Buy	+41,455	New	+$1.36M	0.86%	25

Other funds holding DMAR

DFG

DWM Financial Group Palatine, Illinois $112M AUM

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

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

WTFG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wetzel Investment Advisors's DMAR Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 2.6% in Q2 2026, selling an estimated $39K and leaving 32,783 shares worth $1.47M. The position accounts for 0.51% of the portfolio, ranked #35.

Wetzel Investment Advisors first reported a position in DMAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2024. 97 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

Wetzel Investment Advisors held 32,783 shares of FT Vest US Equity Deep Buffer ETF March worth $1.47M as of Q2 2026.
Wetzel Investment Advisors sold 883 FT Vest US Equity Deep Buffer ETF March shares in Q2 2026, an estimated $39K.
FT Vest US Equity Deep Buffer ETF March made up 0.51% of Wetzel Investment Advisors's portfolio in Q2 2026, its #35 holding.
Wetzel Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $1.5M in Q4 2024.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.