Arkadios Wealth Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Arkadios Wealth Advisors’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 Q1	$458K	Sell	13,682 -1,150	-8%	-$38.2K	0.01%	1155
2025 Q4	$490K	Buy	14,832 +6,982	+89%	+$229K	0.01%	1022
2025 Q3	$256K	Hold	7,850	–	–	0.01%	1223
2025 Q2	$252K	Sell	7,850 -1,000	-11%	-$31.6K	0.01%	1119
2025 Q1	$278K	Buy	+8,850	New	+$276K	0.01%	938

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

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

BCM

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

KAS

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFS

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Arkadios Wealth Advisors's MARM Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 7.8% in Q1 2026, selling an estimated $38.2K and leaving 13,682 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1155.

Arkadios Wealth Advisors first reported a position in MARM in Q1 2025 and has held it in 5 quarters since. The position peaked at $490K in Q4 2025. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Arkadios Wealth Advisors held 13,682 shares of FT Vest US Equity Max Buffer ETF March worth $458K as of Q1 2026.
Arkadios Wealth Advisors sold 1,150 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $38.2K.
FT Vest US Equity Max Buffer ETF March made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1155 holding.
Arkadios Wealth Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
Arkadios Wealth Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $490K in Q4 2025.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.