Certified Advisory Corp’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Certified Advisory Corp’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 Q3	$282K	Hold	8,168	–	–	0.02%	276
2026 Q2	$279K	Hold	8,168	–	–	0.02%	281
2026 Q1	$273K	Hold	8,168	–	–	0.02%	276
2025 Q4	$270K	Hold	8,168	–	–	0.02%	276
2025 Q3	$266K	Hold	8,168	–	–	0.03%	276
2025 Q2	$262K	Hold	8,168	–	–	0.03%	269
2025 Q1	$256K	Hold	8,168	–	–	0.03%	258
2024 Q4	$252K	Hold	8,168	–	–	0.03%	258
2024 Q3	$249K	Hold	8,168	–	–	0.03%	263
2024 Q2	$243K	Buy	+8,168	New	+$239K	0.03%	255

Other funds holding MARM

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Certified Advisory Corp's MARM Position: Q3 2026 in Review

Certified Advisory Corp held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q3 2026 at 8,168 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #276.

Certified Advisory Corp first reported a position in MARM in Q2 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

Certified Advisory Corp held 8,168 shares of FT Vest US Equity Max Buffer ETF March worth $282K as of Q3 2026.
Certified Advisory Corp left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q3 2026.
FT Vest US Equity Max Buffer ETF March made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #276 holding.
Certified Advisory Corp first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.