Independent Financial Group’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Independent Financial 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 Q2	$267K	Sell	7,826 -144	-2%	-$4.89K	0.01%	1310
2026 Q1	$267K	Hold	7,970	–	–	0.01%	1218
2025 Q4	$263K	Sell	7,970 -780	-9%	-$25.6K	0.01%	1214
2025 Q3	$285K	Hold	8,750	–	–	0.01%	1117
2025 Q2	$281K	Hold	8,750	–	–	0.01%	1059
2025 Q1	$274K	Sell	8,750 -17	-0.2%	-$530	0.01%	965
2024 Q4	$271K	Buy	8,767 +144	+2%	+$4.42K	0.01%	934
2024 Q3	$263K	Hold	8,623	–	–	0.01%	929
2024 Q2	$257K	Buy	+8,623	New	+$252K	0.01%	906

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

Independent Financial Group's MARM Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 1.8% in Q2 2026, selling an estimated $4.89K and leaving 7,826 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #1310.

Independent Financial Group first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $285K in Q3 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Independent Financial Group held 7,826 shares of FT Vest US Equity Max Buffer ETF March worth $267K as of Q2 2026.
Independent Financial Group sold 144 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $4.89K.
FT Vest US Equity Max Buffer ETF March made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1310 holding.
Independent Financial Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's FT Vest US Equity Max Buffer ETF March position peaked at $285K in Q3 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.