Atria Investments’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Atria Investments’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	$1.16M	Sell	33,927 -1,238	-4%	-$42K	0.01%	1031
2026 Q1	$1.18M	Sell	35,165 -3,610	-9%	-$120K	0.01%	972
2025 Q4	$1.28M	Buy	38,775 +1,859	+5%	+$60.9K	0.01%	938
2025 Q3	$1.2M	Buy	36,916 +10,447	+39%	+$338K	0.01%	954
2025 Q2	$850K	Buy	+26,469	New	+$836K	0.01%	1126

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

Atria Investments's MARM Position: Q2 2026 in Review

Atria Investments reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 3.5% in Q2 2026, selling an estimated $42K and leaving 33,927 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1031.

Atria Investments first reported a position in MARM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q4 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Atria Investments held 33,927 shares of FT Vest US Equity Max Buffer ETF March worth $1.16M as of Q2 2026.
Atria Investments sold 1,238 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $42K.
FT Vest US Equity Max Buffer ETF March made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1031 holding.
Atria Investments first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
Atria Investments's FT Vest US Equity Max Buffer ETF March position peaked at $1.28M 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.