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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$658K Sell
20,490
-13,800
-40% -$443K 0.19% 94
2025
Q1 		$1.08M Sell
34,290
-1,854
-5% -$58.1K 0.36% 51
2024
Q4 		$1.12M Hold
36,144
– – 0.4% 49
2024
Q3 		$1.1M Buy
+36,144
New +$1.1M 0.47% 45