DHJJ Financial Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

DHJJ Financial Advisors’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	$232K	Sell	6,799 -348	-5%	-$11.8K	0.07%	193
2026 Q1	$239K	Hold	7,147	–	–	0.08%	173
2025 Q4	$236K	Hold	7,147	–	–	0.08%	170
2025 Q3	$233K	Sell	7,147 -317	-4%	-$10.3K	0.08%	163
2025 Q2	$240K	Hold	7,464	–	–	0.09%	156
2025 Q1	$234K	Buy	7,464 +6,224	+502%	+$194K	0.09%	147
2024 Q4	$38.3K	Hold	1,240	–	–	0.01%	343
2024 Q3	$37.8K	Hold	1,240	–	–	0.01%	345
2024 Q2	$36.9K	Buy	+1,240	New	+$36.3K	0.02%	315

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

DHJJ Financial Advisors's MARM Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 4.9% in Q2 2026, selling an estimated $11.8K and leaving 6,799 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #193.

DHJJ Financial Advisors first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $240K in Q2 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

DHJJ Financial Advisors held 6,799 shares of FT Vest US Equity Max Buffer ETF March worth $232K as of Q2 2026.
DHJJ Financial Advisors sold 348 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $11.8K.
FT Vest US Equity Max Buffer ETF March made up 0.07% of DHJJ Financial Advisors's portfolio in Q2 2026, its #193 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $240K in Q2 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.