Great Valley Advisor Group’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Great Valley Advisor Group’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	$225K	Sell	6,600 -160	-2%	-$5.43K	﹤0.01%	947
2026 Q1	$226K	Sell	6,760 -300	-4%	-$9.97K	﹤0.01%	910
2025 Q4	$233K	Sell	7,060 -8	-0.1%	-$262	﹤0.01%	849
2025 Q3	$230K	Sell	7,068 -8	-0.1%	-$259	﹤0.01%	850
2025 Q2	$227K	Buy	7,076 +141	+2%	+$4.45K	0.01%	830
2025 Q1	$217K	Hold	6,935	–	–	﹤0.01%	811
2024 Q4	$214K	Buy	+6,935	New	+$213K	﹤0.01%	796

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

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

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

Great Valley Advisor Group's MARM Position: Q2 2026 in Review

Great Valley Advisor Group reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 2.4% in Q2 2026, selling an estimated $5.43K and leaving 6,600 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Great Valley Advisor Group first reported a position in MARM in Q4 2024 and has held it in 7 quarters since. The position peaked at $233K in Q4 2025. 76 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Great Valley Advisor Group held 6,600 shares of FT Vest US Equity Max Buffer ETF March worth $225K as of Q2 2026.
Great Valley Advisor Group sold 160 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $5.43K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #947 holding.
Great Valley Advisor Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
Great Valley Advisor Group's FT Vest US Equity Max Buffer ETF March position peaked at $233K in Q4 2025.
76 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.