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

Kingswood Wealth Advisors’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	$1.51M	Sell	44,259 -452	-1%	-$15.3K	0.06%	312
2026 Q1	$1.5M	Sell	44,711 -3,253	-7%	-$108K	0.07%	283
2025 Q4	$1.59M	Sell	47,964 -1,187	-2%	-$38.9K	0.08%	255
2025 Q3	$1.6M	Sell	49,151 -1,010	-2%	-$32.7K	0.1%	214
2025 Q2	$1.61M	Sell	50,161 -663	-1%	-$20.9K	0.13%	175
2025 Q1	$1.59M	Sell	50,824 -5,674	-10%	-$177K	0.15%	167
2024 Q4	$1.74M	Buy	56,498 +27,222	+93%	+$837K	0.13%	167
2024 Q3	$891K	Buy	+29,276	New	+$878K	0.06%	325

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

MFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kingswood Wealth Advisors's MARM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 1% in Q2 2026, selling an estimated $15.3K and leaving 44,259 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #312.

Kingswood Wealth Advisors first reported a position in MARM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q4 2024. 59 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Kingswood Wealth Advisors held 44,259 shares of FT Vest US Equity Max Buffer ETF March worth $1.51M as of Q2 2026.
Kingswood Wealth Advisors sold 452 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $15.3K.
FT Vest US Equity Max Buffer ETF March made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #312 holding.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $1.74M in Q4 2024.
59 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.