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

Evolution 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
2026 Q2	$188K	Sell	5,503 -48	-0.9%	-$1.63K	0.11%	125
2026 Q1	$186K	Sell	5,551 -75	-1%	-$2.49K	0.14%	113
2025 Q4	$186K	Buy	+5,626	New	+$184K	0.15%	103

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

Evolution Wealth Management's MARM Position: Q2 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 0.86% in Q2 2026, selling an estimated $1.63K and leaving 5,503 shares worth $188K. The position accounts for 0.11% of the portfolio, ranked #125.

Evolution Wealth Management first reported a position in MARM in Q4 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Evolution Wealth Management held 5,503 shares of FT Vest US Equity Max Buffer ETF March worth $188K as of Q2 2026.
Evolution Wealth Management sold 48 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $1.63K.
FT Vest US Equity Max Buffer ETF March made up 0.11% of Evolution Wealth Management's portfolio in Q2 2026, its #125 holding.
Evolution Wealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.