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Global Retirement Partners’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Global Retirement Partners’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
Q4 		$47.3K Sell
1,431
-2,000
-58% -$65.5K ﹤0.01% 2387
2025
Q3 		$112K Buy
+3,431
New +$111K ﹤0.01% 1470

Other funds holding MARM

IP
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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Global Retirement Partners's MARM Position: Q4 2025 in Review

Global Retirement Partners reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 58% in Q4 2025, selling an estimated $65.5K and leaving 1,431 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Global Retirement Partners first reported a position in MARM in Q3 2025 and has held it in 2 quarters since. The position peaked at $112K in Q3 2025. 79 funds tracked by Wall St. Rank hold MARM as of Q4 2025.

  • Global Retirement Partners held 1,431 shares of FT Vest US Equity Max Buffer ETF March worth $47.3K as of Q4 2025.
  • Global Retirement Partners sold 2,000 FT Vest US Equity Max Buffer ETF March shares in Q4 2025, an estimated $65.5K.
  • FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2387 holding.
  • Global Retirement Partners first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's FT Vest US Equity Max Buffer ETF March position peaked at $112K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.