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Harbour Investments’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Harbour Investments’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 		$684K Sell
20,424
-4,088
-17% -$136K 0.01% 909
2025
Q4 		$810K Sell
24,512
-8,308
-25% -$272K 0.02% 670
2025
Q3 		$1.07M Hold
32,820
– – 0.02% 543
2025
Q2 		$1.05M Buy
32,820
+3,491
+12% +$110K 0.03% 511
2025
Q1 		$920K Buy
29,329
+807
+3% +$25.1K 0.03% 507
2024
Q4 		$881K Buy
28,522
+420
+1% +$12.9K 0.03% 513
2024
Q3 		$856K Sell
28,102
-87
-0.3% -$2.61K 0.03% 496
2024
Q2 		$839K Buy
28,189
+26,689
+1,779% +$780K 0.03% 459
2024
Q1 		$43.7K Buy
+1,500
New +$43.7K ﹤0.01% 1588

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

Harbour Investments's MARM Position: Q1 2026 in Review

Harbour Investments reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 17% in Q1 2026, selling an estimated $136K and leaving 20,424 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #909.

Harbour Investments first reported a position in MARM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2025. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

  • Harbour Investments held 20,424 shares of FT Vest US Equity Max Buffer ETF March worth $684K as of Q1 2026.
  • Harbour Investments sold 4,088 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $136K.
  • FT Vest US Equity Max Buffer ETF March made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #909 holding.
  • Harbour Investments first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
  • Harbour Investments's FT Vest US Equity Max Buffer ETF March position peaked at $1.07M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.