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

LPL 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 Q2	$1.39M	Sell	40,715 -2,139	-5%	-$72.6K	﹤0.01%	4126
2026 Q1	$1.43M	Sell	42,854 -153	-0.4%	-$5.08K	﹤0.01%	3821
2025 Q4	$1.42M	Sell	43,007 -10	-0%	-$328	﹤0.01%	3722
2025 Q3	$1.4M	Buy	43,017 +17,674	+70%	+$572K	﹤0.01%	3659
2025 Q2	$814K	Buy	25,343 +1,901	+8%	+$60K	﹤0.01%	3934
2025 Q1	$735K	Buy	23,442 +12,038	+106%	+$375K	﹤0.01%	3806
2024 Q4	$352K	Sell	11,404 -61,780	-84%	-$1.9M	﹤0.01%	4386
2024 Q3	$2.23M	Buy	+73,184	New	+$2.2M	﹤0.01%	2622

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

LPL Financial's MARM Position: Q2 2026 in Review

LPL Financial reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 5% in Q2 2026, selling an estimated $72.6K and leaving 40,715 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #4126.

LPL Financial first reported a position in MARM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q3 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

LPL Financial held 40,715 shares of FT Vest US Equity Max Buffer ETF March worth $1.39M as of Q2 2026.
LPL Financial sold 2,139 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $72.6K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4126 holding.
LPL Financial first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2024 and has held it in 8 quarters since.
LPL Financial's FT Vest US Equity Max Buffer ETF March position peaked at $2.23M in Q3 2024.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.