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 Q3	$271K	Hold	7,826	–	–	﹤0.01%	1338
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 $769M AUM 18.29% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's MARM Position: Q3 2026 in Review

Independent Financial Group held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q3 2026 at 7,826 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Independent Financial Group first reported a position in MARM in Q2 2024 and has held it in 10 quarters since. The position peaked at $285K in Q3 2025. 9 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

Independent Financial Group held 7,826 shares of FT Vest US Equity Max Buffer ETF March worth $271K as of Q3 2026.
Independent Financial Group left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q3 2026.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1338 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 10 quarters since.
Independent Financial Group's FT Vest US Equity Max Buffer ETF March position peaked at $285K in Q3 2025.
9 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.