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Harvest Investment Services’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Harvest Investment Services’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
Q3 		– Sell
-6,677
Closed -$214K – 388
2025
Q2 		$214K Buy
+6,677
New +$211K 0.05% 297

Other funds holding MARM

IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Harvest Investment Services's MARM Position: Q3 2025 in Review

Harvest Investment Services sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2025, closing a stake of 6,677 shares — an estimated $214K sold.

Harvest Investment Services first reported a position in MARM in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 78 funds tracked by Wall St. Rank hold MARM as of Q3 2025.

  • Harvest Investment Services reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Harvest Investment Services sold 6,677 FT Vest US Equity Max Buffer ETF March shares in Q3 2025, an estimated $214K.
  • Harvest Investment Services first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and held it in 1 quarter.
  • Harvest Investment Services's FT Vest US Equity Max Buffer ETF March position peaked at $214K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.