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 Q2	$1.9M	Sell	55,580 -9,684	-15%	-$329K	﹤0.01%	1342
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

Other funds holding MARM

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

CAPTRUST Financial Advisors's MARM Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 15% in Q2 2026, selling an estimated $329K and leaving 55,580 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

CAPTRUST Financial Advisors first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.31M in Q3 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

CAPTRUST Financial Advisors held 55,580 shares of FT Vest US Equity Max Buffer ETF March worth $1.9M as of Q2 2026.
CAPTRUST Financial Advisors sold 9,684 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $329K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1342 holding.
CAPTRUST Financial Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
CAPTRUST Financial Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $2.31M in Q3 2024.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.