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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
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

IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Great Valley Advisor Group's MARM Position: Q1 2026 in Review

Great Valley Advisor Group reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 4.2% in Q1 2026, selling an estimated $9.97K and leaving 6,760 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Great Valley Advisor Group first reported a position in MARM in Q4 2024 and has held it in 6 quarters since. The position peaked at $233K in Q4 2025. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

  • Great Valley Advisor Group held 6,760 shares of FT Vest US Equity Max Buffer ETF March worth $226K as of Q1 2026.
  • Great Valley Advisor Group sold 300 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $9.97K.
  • FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #910 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 6 quarters since.
  • Great Valley Advisor Group's FT Vest US Equity Max Buffer ETF March position peaked at $233K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.