CAPTRUST Financial Advisors
MARM icon

CAPTRUST Financial Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$2.19M Buy
65,264
+135
+0.2% +$4.49K ﹤0.01% 1171
2025
Q4 		$2.15M Buy
65,129
+112
+0.2% +$3.67K ﹤0.01% 1064
2025
Q3 		$2.12M Buy
65,017
+140
+0.2% +$4.53K ﹤0.01% 1001
2025
Q2 		$2.08M Hold
64,877
– – ﹤0.01% 952
2025
Q1 		$2.03M Sell
64,877
-3,404
-5% -$106K 0.01% 899
2024
Q4 		$2.11M Sell
68,281
-7,500
-10% -$230K 0.01% 862
2024
Q3 		$2.31M Hold
75,781
– – 0.01% 803
2024
Q2 		$2.25M Buy
+75,781
New +$2.22M 0.01% 767

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BCM
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KAS
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Cetera Investment Advisers
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NA
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MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
Mariner
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
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return