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

BlueChip 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
2025 Q3	–	Sell	-19,676	Closed	-$632K	–	191
2025 Q2	$632K	Hold	19,676	–	–	0.28%	71
2025 Q1	$617K	Hold	19,676	–	–	0.3%	70
2024 Q4	$608K	Hold	19,676	–	–	0.34%	66
2024 Q3	$599K	Hold	19,676	–	–	0.31%	64
2024 Q2	$585K	Buy	+19,676	New	+$575K	0.34%	62

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BCM

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

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

KAS

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

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

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

BlueChip Wealth Advisors's MARM Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2025, closing a stake of 19,676 shares — an estimated $632K sold.

BlueChip Wealth Advisors first reported a position in MARM in Q2 2024 and held it in 5 quarters. The position peaked at $632K in Q2 2025. 78 funds tracked by Wall St. Rank hold MARM as of Q3 2025.

BlueChip Wealth Advisors reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 19,676 FT Vest US Equity Max Buffer ETF March shares in Q3 2025, an estimated $632K.
BlueChip Wealth Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 5 quarters.
BlueChip Wealth Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $632K in Q2 2025.
78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.