Coppell Advisory Solutions’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Coppell Advisory Solutions’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	$900K	Buy	+10,015	New	+$340K	0.07%	206
2026 Q1	–	Sell	-89,345	Closed	-$2.95M	–	390
2025 Q4	$2.95M	Sell	89,345 -1,573	-2%	-$51.5K	0.29%	69
2025 Q3	$2.96M	Buy	90,918 +461	+0.5%	+$14.9K	0.31%	64
2025 Q2	$2.9M	Sell	90,457 -715	-0.8%	-$22.6K	0.34%	56
2025 Q1	$2.86M	Sell	91,172 -9,407	-9%	-$293K	0.4%	52
2024 Q4	$3.11M	Buy	100,579 +2,694	+3%	+$82.8K	0.43%	43
2024 Q3	$2.98M	Buy	97,885 +13,394	+16%	+$402K	0.44%	46
2024 Q2	$2.51M	Buy	+84,491	New	+$2.47M	0.41%	51

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

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

Coppell Advisory Solutions's MARM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in FT Vest US Equity Max Buffer ETF March (MARM) in Q2 2026: 10,015 shares worth $900K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in MARM as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.11M in Q4 2024. 76 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Coppell Advisory Solutions held 10,015 shares of FT Vest US Equity Max Buffer ETF March worth $900K as of Q2 2026.
FT Vest US Equity Max Buffer ETF March was a new Coppell Advisory Solutions position in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up 0.07% of Coppell Advisory Solutions's portfolio in Q2 2026, its #206 holding.
Coppell Advisory Solutions first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Coppell Advisory Solutions's FT Vest US Equity Max Buffer ETF March position peaked at $3.11M in Q4 2024.
76 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.