Capasso Planning Partners’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Capasso Planning Partners’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	$1.27M	Hold	37,798	–	–	0.68%	23
2025 Q4	$1.25M	Sell	37,798 -23,878	-39%	-$783K	0.68%	22
2025 Q3	$2.01M	Hold	61,676	–	–	1.23%	17
2025 Q2	$1.98M	Buy	+61,676	New	+$1.95M	1.12%	18

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

Capasso Planning Partners's MARM Position: Q1 2026 in Review

Capasso Planning Partners held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q1 2026 at 37,798 shares worth $1.27M. The position accounts for 0.68% of the portfolio, ranked #23.

Capasso Planning Partners first reported a position in MARM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q3 2025. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Capasso Planning Partners held 37,798 shares of FT Vest US Equity Max Buffer ETF March worth $1.27M as of Q1 2026.
Capasso Planning Partners left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Max Buffer ETF March made up 0.68% of Capasso Planning Partners's portfolio in Q1 2026, its #23 holding.
Capasso Planning Partners first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 4 quarters since.
Capasso Planning Partners's FT Vest US Equity Max Buffer ETF March position peaked at $2.01M in Q3 2025.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.