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

Madrona Financial Services’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 Q1	$1.74M	Buy	51,822 +10,640	+26%	+$353K	0.38%	38
2025 Q4	$1.36M	Hold	41,182	–	–	0.29%	40
2025 Q3	$1.34M	Hold	41,182	–	–	0.3%	37
2025 Q2	$1.32M	Buy	41,182 +3,200	+8%	+$101K	0.32%	35
2025 Q1	$1.19M	Buy	37,982 +3,216	+9%	+$100K	0.33%	34
2024 Q4	$1.07M	Hold	34,766	–	–	0.29%	46
2024 Q3	$1.06M	Hold	34,766	–	–	0.29%	41
2024 Q2	$1.03M	Buy	+34,766	New	+$1.02M	0.32%	39

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return