Wood Tarver Financial Group’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Wood Tarver Financial Group’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	$6.64M	Sell	156,653 -822	-0.5%	-$34.5K	1.84%	13
2025 Q4	$6.56M	Sell	157,475 -21,543	-12%	-$885K	1.84%	11
2025 Q3	$7.3M	Sell	179,018 -6,878	-4%	-$276K	2.15%	11
2025 Q2	$7.36M	Buy	185,896 +157,432	+553%	+$6M	2.21%	11
2025 Q1	$1.07M	Sell	28,464 -6,746	-19%	-$259K	0.35%	43
2024 Q4	$1.34M	Buy	+35,210	New	+$1.33M	0.45%	30

Other funds holding DMAR

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

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

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

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

Envestnet Asset Management

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

Commonwealth Equity Services

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

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

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return