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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-48,721
Closed -$1.53M – 1948
2025
Q1 		$1.53M Sell
48,721
-13,467
-22% -$420K 0.02% 733
2024
Q4 		$1.92M Sell
62,188
-10,758
-15% -$331K 0.02% 657
2024
Q3 		$2.22M Sell
72,946
-13,700
-16% -$411K 0.02% 593
2024
Q2 		$2.58M Buy
86,646
+76,374
+744% +$2.23M 0.03% 548
2024
Q1 		$300K Buy
+10,272
New +$299K ﹤0.01% 1558

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PWP
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CPP
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