Holistic Planning’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Holistic Planning’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	$627K	Sell	18,356 -554	-3%	-$18.8K	0.1%	181
2026 Q1	$633K	Buy	18,910 +450	+2%	+$14.9K	0.13%	152
2025 Q4	$610K	Hold	18,460	–	–	0.13%	144
2025 Q3	$602K	Sell	18,460 -2,030	-10%	-$65.6K	0.16%	108
2025 Q2	$658K	Sell	20,490 -13,800	-40%	-$436K	0.19%	94
2025 Q1	$1.08M	Sell	34,290 -1,854	-5%	-$57.8K	0.36%	51
2024 Q4	$1.12M	Hold	36,144	–	–	0.4%	49
2024 Q3	$1.1M	Buy	+36,144	New	+$1.08M	0.47%	45

Other funds holding MARM

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

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

KAS

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

Holistic Planning's MARM Position: Q2 2026 in Review

Holistic Planning reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 2.9% in Q2 2026, selling an estimated $18.8K and leaving 18,356 shares worth $627K. The position accounts for 0.1% of the portfolio, ranked #181.

Holistic Planning first reported a position in MARM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Holistic Planning held 18,356 shares of FT Vest US Equity Max Buffer ETF March worth $627K as of Q2 2026.
Holistic Planning sold 554 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $18.8K.
FT Vest US Equity Max Buffer ETF March made up 0.1% of Holistic Planning's portfolio in Q2 2026, its #181 holding.
Holistic Planning first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2024 and has held it in 8 quarters since.
Holistic Planning's FT Vest US Equity Max Buffer ETF March position peaked at $1.12M in Q4 2024.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.