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

Integrity Financial’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 Q1	$294K	Sell	8,779 -75	-0.8%	-$2.49K	0.15%	118
2025 Q4	$293K	Sell	8,854 -390	-4%	-$12.8K	0.15%	107
2025 Q3	$301K	Buy	9,244 +8,247	+827%	+$267K	0.14%	114
2025 Q2	$32K	Buy	+997	New	+$31.5K	0.02%	215

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Integrity Financial's MARM Position: Q1 2026 in Review

Integrity Financial reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 0.85% in Q1 2026, selling an estimated $2.49K and leaving 8,779 shares worth $294K. The position accounts for 0.15% of the portfolio, ranked #118.

Integrity Financial first reported a position in MARM in Q2 2025 and has held it in 4 quarters since. The position peaked at $301K in Q3 2025. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Integrity Financial held 8,779 shares of FT Vest US Equity Max Buffer ETF March worth $294K as of Q1 2026.
Integrity Financial sold 75 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $2.49K.
FT Vest US Equity Max Buffer ETF March made up 0.15% of Integrity Financial's portfolio in Q1 2026, its #118 holding.
Integrity Financial first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 4 quarters since.
Integrity Financial's FT Vest US Equity Max Buffer ETF March position peaked at $301K in Q3 2025.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.