Action Point Financial Planning’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Action Point Financial Planning’s Portfolio MARM Stock Details MARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.1K	Buy	+1,000	New	+$34K	﹤0.01%	950

Other funds holding MARM

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

Action Point Financial Planning's MARM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Max Buffer ETF March (MARM) in Q2 2026: 1,000 shares worth $34.1K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Action Point Financial Planning held 1,000 shares of FT Vest US Equity Max Buffer ETF March worth $34.1K as of Q2 2026.
FT Vest US Equity Max Buffer ETF March was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #950 holding.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.