MN Wealth Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

MN Wealth Advisors’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	$261K	Hold	7,650	–	–	0.11%	113
2026 Q1	$256K	Hold	7,650	–	–	0.12%	107
2025 Q4	$253K	Hold	7,650	–	–	0.13%	102
2025 Q3	$249K	Hold	7,650	–	–	0.13%	102
2025 Q2	$246K	Hold	7,650	–	–	0.14%	100
2025 Q1	$240K	Buy	7,650 +950	+14%	+$29.6K	0.14%	97
2024 Q4	$207K	Hold	6,700	–	–	0.12%	94
2024 Q3	$204K	Sell	6,700 -800	-11%	-$24K	0.12%	94
2024 Q2	$223K	Buy	+7,500	New	+$219K	0.13%	95

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

MN Wealth Advisors's MARM Position: Q2 2026 in Review

MN Wealth Advisors held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 7,650 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #113.

MN Wealth Advisors 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.

MN Wealth Advisors held 7,650 shares of FT Vest US Equity Max Buffer ETF March worth $261K as of Q2 2026.
MN Wealth Advisors 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 0.11% of MN Wealth Advisors's portfolio in Q2 2026, its #113 holding.
MN Wealth Advisors 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 MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.