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 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

BCM

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

MFS

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Certified Advisory Corp's MARM Position: Q2 2026 in Review

Certified Advisory Corp held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 8,168 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #281.

Certified Advisory Corp first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Certified Advisory Corp held 8,168 shares of FT Vest US Equity Max Buffer ETF March worth $279K as of Q2 2026.
Certified Advisory Corp left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #281 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 9 quarters since.
11 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.