AE Wealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

AE Wealth Management’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	$547K	Buy	16,017 +443	+3%	+$15K	﹤0.01%	1180
2026 Q1	$521K	Sell	15,574 -1,445	-8%	-$48K	﹤0.01%	1091
2025 Q4	$563K	Buy	17,019 +5,475	+47%	+$179K	﹤0.01%	1007
2025 Q3	$376K	Sell	11,544 -1,019	-8%	-$33K	﹤0.01%	1090
2025 Q2	$404K	Buy	12,563 +6,804	+118%	+$215K	﹤0.01%	1001
2025 Q1	$181K	Sell	5,759 -1,186	-17%	-$37K	﹤0.01%	1304
2024 Q4	$214K	Sell	6,945 -5,976	-46%	-$184K	﹤0.01%	1244
2024 Q3	$393K	Buy	+12,921	New	+$388K	﹤0.01%	949

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

AE Wealth Management's MARM Position: Q2 2026 in Review

AE Wealth Management increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 2.8% in Q2 2026, buying an estimated $15K and bringing the position to 16,017 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

AE Wealth Management first reported a position in MARM in Q3 2024 and has held it in 8 quarters since. The position peaked at $563K in Q4 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

AE Wealth Management held 16,017 shares of FT Vest US Equity Max Buffer ETF March worth $547K as of Q2 2026.
AE Wealth Management bought 443 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $15K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1180 holding.
AE Wealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2024 and has held it in 8 quarters since.
AE Wealth Management's FT Vest US Equity Max Buffer ETF March position peaked at $563K in Q4 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.