Gerber Kawasaki Wealth & Investment Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$323K	Hold	9,450	–	–	0.01%	288
2026 Q1	$316K	Sell	9,450 -5,167	-35%	-$172K	0.01%	277
2025 Q4	$483K	Hold	14,617	–	–	0.02%	226
2025 Q3	$477K	Hold	14,617	–	–	0.02%	221
2025 Q2	$470K	Hold	14,617	–	–	0.02%	211
2025 Q1	$458K	Hold	14,617	–	–	0.02%	195
2024 Q4	$451K	Hold	14,617	–	–	0.02%	195
2024 Q3	$445K	Sell	14,617 -1,170	-7%	-$35.1K	0.02%	194
2024 Q2	$470K	Buy	+15,787	New	+$462K	0.02%	178

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MARM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 9,450 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #288.

Gerber Kawasaki Wealth & Investment Management first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $483K in Q4 2025. 59 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 9,450 shares of FT Vest US Equity Max Buffer ETF March worth $323K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management 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 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #288 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Gerber Kawasaki Wealth & Investment Management's FT Vest US Equity Max Buffer ETF March position peaked at $483K in Q4 2025.
59 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.