Gallagher Fiduciary Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Gallagher Fiduciary 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	$523K	Hold	15,310	–	–	0.02%	185
2026 Q1	$513K	Buy	15,310 +6,177	+68%	+$205K	0.02%	158
2025 Q4	$302K	Hold	9,133	–	–	0.01%	272
2025 Q3	$298K	Hold	9,133	–	–	0.01%	252
2025 Q2	$293K	Sell	9,133 -15,124	-62%	-$478K	0.01%	258
2025 Q1	$761K	Buy	24,257 +1,000	+4%	+$31.2K	0.03%	116
2024 Q4	$718K	Hold	23,257	–	–	0.14%	102
2024 Q3	$708K	Hold	23,257	–	–	0.14%	80
2024 Q2	$692K	Buy	+23,257	New	+$680K	0.16%	78

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

Gallagher Fiduciary Advisors's MARM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 15,310 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #185.

Gallagher Fiduciary Advisors first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $761K in Q1 2025. 76 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Gallagher Fiduciary Advisors held 15,310 shares of FT Vest US Equity Max Buffer ETF March worth $523K as of Q2 2026.
Gallagher Fiduciary Advisors left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #185 holding.
Gallagher Fiduciary 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.
Gallagher Fiduciary Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $761K in Q1 2025.
76 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.