Envestnet Asset Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Envestnet Asset Management’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	$259K	Sell	7,582 -582	-7%	-$19.8K	﹤0.01%	4512
2026 Q1	$273K	Hold	8,164	–	–	﹤0.01%	4335
2025 Q4	$270K	Buy	8,164 +30	+0.4%	+$983	﹤0.01%	4110
2025 Q3	$265K	Sell	8,134 -118	-1%	-$3.82K	﹤0.01%	4158
2025 Q2	$265K	Buy	+8,252	New	+$261K	﹤0.01%	4091

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

Envestnet Asset Management's MARM Position: Q2 2026 in Review

Envestnet Asset Management reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 7.1% in Q2 2026, selling an estimated $19.8K and leaving 7,582 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #4512.

Envestnet Asset Management first reported a position in MARM in Q2 2025 and has held it in 5 quarters since. The position peaked at $273K in Q1 2026. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Envestnet Asset Management held 7,582 shares of FT Vest US Equity Max Buffer ETF March worth $259K as of Q2 2026.
Envestnet Asset Management sold 582 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $19.8K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4512 holding.
Envestnet Asset Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
Envestnet Asset Management's FT Vest US Equity Max Buffer ETF March position peaked at $273K in Q1 2026.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.