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 Q2	$1.77M	Hold	51,822	–	–	0.33%	40
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 $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

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

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

Madrona Financial Services held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 51,822 shares worth $1.77M. The position accounts for 0.33% of the portfolio, ranked #40.

Madrona Financial Services first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Madrona Financial Services held 51,822 shares of FT Vest US Equity Max Buffer ETF March worth $1.77M as of Q2 2026.
Madrona Financial Services left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up 0.33% of Madrona Financial Services's portfolio in Q2 2026, its #40 holding.
Madrona Financial Services first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

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