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 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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Wetzel Investment Advisors's DMAR Position: Q1 2026 in Review

Wetzel Investment Advisors reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 1.9% in Q1 2026, selling an estimated $28K and leaving 33,666 shares worth $1.43M. The position accounts for 0.57% of the portfolio, ranked #33.

Wetzel Investment Advisors first reported a position in DMAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2024. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

Wetzel Investment Advisors held 33,666 shares of FT Vest US Equity Deep Buffer ETF March worth $1.43M as of Q1 2026.
Wetzel Investment Advisors sold 668 FT Vest US Equity Deep Buffer ETF March shares in Q1 2026, an estimated $28K.
FT Vest US Equity Deep Buffer ETF March made up 0.57% of Wetzel Investment Advisors's portfolio in Q1 2026, its #33 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 10 quarters since.
Wetzel Investment Advisors's FT Vest US Equity Deep Buffer ETF March position peaked at $1.5M in Q4 2024.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

Based on Wetzel Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.