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 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

KAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFS

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Coppell Advisory Solutions's MARM Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q1 2026, closing a stake of 89,345 shares — an estimated $2.95M sold.

Coppell Advisory Solutions first reported a position in MARM in Q2 2024 and held it in 7 quarters. The position peaked at $3.11M in Q4 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Coppell Advisory Solutions reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 89,345 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $2.95M.
Coppell Advisory Solutions first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 7 quarters.
Coppell Advisory Solutions's FT Vest US Equity Max Buffer ETF March position peaked at $3.11M in Q4 2024.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.