Cetera Investment Advisers’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Cetera Investment Advisers’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	$2.55M	Sell	74,740 -3,661	-5%	-$124K	﹤0.01%	2186
2026 Q1	$2.62M	Sell	78,401 -12,533	-14%	-$416K	﹤0.01%	2033
2025 Q4	$3.01M	Sell	90,934 -2,675	-3%	-$87.7K	﹤0.01%	1855
2025 Q3	$3.05M	Sell	93,609 -80,351	-46%	-$2.6M	﹤0.01%	1810
2025 Q2	$5.59M	Buy	173,960 +23,157	+15%	+$731K	0.01%	1123
2025 Q1	$4.73M	Buy	150,803 +50,382	+50%	+$1.57M	0.01%	1155
2024 Q4	$3.1M	Sell	100,421 -22,513	-18%	-$692K	0.01%	1333
2024 Q3	$3.74M	Sell	122,934 -89,004	-42%	-$2.67M	0.01%	1174
2024 Q2	$6.31M	Buy	+211,938	New	+$6.2M	0.01%	879

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Cetera Investment Advisers's MARM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 4.7% in Q2 2026, selling an estimated $124K and leaving 74,740 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

Cetera Investment Advisers first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.31M in Q2 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Cetera Investment Advisers held 74,740 shares of FT Vest US Equity Max Buffer ETF March worth $2.55M as of Q2 2026.
Cetera Investment Advisers sold 3,661 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $124K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2186 holding.
Cetera Investment Advisers first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's FT Vest US Equity Max Buffer ETF March position peaked at $6.31M in Q2 2024.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.