MFS
APXM

Madrona Financial Services’s FT Vest U.S. Equity Max Buffer ETF - April APXM Stock Holding History

Madrona Financial Services’s Portfolio APXM Stock Details APXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Buy
22,284
+15,580
+232% +$491K 0.13% 63
2026
Q1 		$210K Hold
6,704
– – 0.05% 115
2025
Q4 		$208K Hold
6,704
– – 0.04% 120
2025
Q3 		$206K Hold
6,704
– – 0.05% 114
2025
Q2 		$203K Buy
+6,704
New +$201K 0.05% 110

Other funds holding APXM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Madrona Financial Services's APXM Position: Q2 2026 in Review

Madrona Financial Services increased its FT Vest U.S. Equity Max Buffer ETF - April (APXM) stake by 232% in Q2 2026, buying an estimated $491K and bringing the position to 22,284 shares worth $706K. The position accounts for 0.13% of the portfolio, ranked #63.

Madrona Financial Services first reported a position in APXM in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold APXM as of Q2 2026.

  • Madrona Financial Services held 22,284 shares of FT Vest U.S. Equity Max Buffer ETF - April worth $706K as of Q2 2026.
  • Madrona Financial Services bought 15,580 FT Vest U.S. Equity Max Buffer ETF - April shares in Q2 2026, an estimated $491K.
  • FT Vest U.S. Equity Max Buffer ETF - April made up 0.13% of Madrona Financial Services's portfolio in Q2 2026, its #63 holding.
  • Madrona Financial Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - April in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - April as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.