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 Q3	$1.14M	Sell	32,869 -1,058	-3%	-$36.4K	0.01%	1065
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 $769M AUM 18.29% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Atria Investments's MARM Position: Q3 2026 in Review

Atria Investments reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 3.1% in Q3 2026, selling an estimated $36.4K and leaving 32,869 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1065.

Atria Investments first reported a position in MARM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2025. 9 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

Atria Investments held 32,869 shares of FT Vest US Equity Max Buffer ETF March worth $1.14M as of Q3 2026.
Atria Investments sold 1,058 FT Vest US Equity Max Buffer ETF March shares in Q3 2026, an estimated $36.4K.
FT Vest US Equity Max Buffer ETF March made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1065 holding.
Atria Investments first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 6 quarters since.
Atria Investments's FT Vest US Equity Max Buffer ETF March position peaked at $1.28M in Q4 2025.
9 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.