LifeWealth Investments’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

LifeWealth Investments’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	$223K	Sell	6,521 -13	-0.2%	-$441	0.06%	127
2026 Q1	$219K	Sell	6,534 -654	-9%	-$21.7K	0.07%	137
2025 Q4	$238K	Hold	7,188	–	–	0.08%	138
2025 Q3	$234K	Hold	7,188	–	–	0.08%	126
2025 Q2	$231K	Buy	+7,188	New	+$227K	0.08%	138

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MFS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LifeWealth Investments's MARM Position: Q2 2026 in Review

LifeWealth Investments reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 0.2% in Q2 2026, selling an estimated $441 and leaving 6,521 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #127.

LifeWealth Investments first reported a position in MARM in Q2 2025 and has held it in 5 quarters since. The position peaked at $238K in Q4 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

LifeWealth Investments held 6,521 shares of FT Vest US Equity Max Buffer ETF March worth $223K as of Q2 2026.
LifeWealth Investments sold 13 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $441.
FT Vest US Equity Max Buffer ETF March made up 0.06% of LifeWealth Investments's portfolio in Q2 2026, its #127 holding.
LifeWealth Investments first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
LifeWealth Investments's FT Vest US Equity Max Buffer ETF March position peaked at $238K in Q4 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.