Kingswood Wealth Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
50,161
-663
-1% -$21.3K 0.13% 175
2025
Q1
$1.59M Sell
50,824
-5,674
-10% -$178K 0.15% 167
2024
Q4
$1.74M Buy
56,498
+27,222
+93% +$841K 0.13% 167
2024
Q3
$891K Buy
+29,276
New +$891K 0.06% 325