Kestra Advisory Services’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Kestra Advisory Services’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	$2.89M	Buy	86,453 +39,630	+85%	+$1.32M	0.01%	1083
2025 Q4	$1.55M	Sell	46,823 -22,556	-33%	-$739K	0.01%	1376
2025 Q3	$2.26M	Sell	69,379 -24,416	-26%	-$790K	0.01%	1083
2025 Q2	$3.01M	Buy	93,795 +4,226	+5%	+$133K	0.01%	868
2025 Q1	$2.81M	Sell	89,569 -14,598	-14%	-$455K	0.01%	832
2024 Q4	$3.22M	Buy	104,167 +2,317	+2%	+$71.2K	0.02%	768
2024 Q3	$3.1M	Sell	101,850 -14,906	-13%	-$447K	0.02%	754
2024 Q2	$3.47M	Buy	116,756 +100,537	+620%	+$2.94M	0.02%	716
2024 Q1	$473K	Buy	+16,219	New	+$473K	﹤0.01%	1702

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

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

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Kestra Advisory Services's MARM Position: Q1 2026 in Review

Kestra Advisory Services increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 85% in Q1 2026, buying an estimated $1.32M and bringing the position to 86,453 shares worth $2.89M. The position accounts for 0.01% of the portfolio, ranked #1083.

Kestra Advisory Services first reported a position in MARM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.47M in Q2 2024. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Kestra Advisory Services held 86,453 shares of FT Vest US Equity Max Buffer ETF March worth $2.89M as of Q1 2026.
Kestra Advisory Services bought 39,630 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $1.32M.
FT Vest US Equity Max Buffer ETF March made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1083 holding.
Kestra Advisory Services first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
Kestra Advisory Services's FT Vest US Equity Max Buffer ETF March position peaked at $3.47M in Q2 2024.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.