EPG Wealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

EPG Wealth 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
2025 Q2	–	Sell	-6,150	Closed	-$193K	–	428
2025 Q1	$193K	Sell	6,150 -2,000	-25%	-$62.3K	0.05%	229
2024 Q4	$252K	Hold	8,150	–	–	0.07%	211
2024 Q3	$248K	Buy	+8,150	New	+$245K	0.06%	220
2024 Q2	–	Sell	-6,000	Closed	-$175K	–	225
2024 Q1	$175K	Buy	+6,000	New	+$175K	0.04%	255

Other funds holding MARM

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

EPG Wealth Management's MARM Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q2 2025, closing a stake of 6,150 shares — an estimated $193K sold.

EPG Wealth Management first reported a position in MARM in Q1 2024 and held it in 4 quarters. The position peaked at $252K in Q4 2024. 82 funds tracked by Wall St. Rank hold MARM as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 6,150 FT Vest US Equity Max Buffer ETF March shares in Q2 2025, an estimated $193K.
EPG Wealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2024 and held it in 4 quarters.
EPG Wealth Management's FT Vest US Equity Max Buffer ETF March position peaked at $252K in Q4 2024.
82 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.