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

Mutual 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	$1.07M	Sell	31,478 -1,525	-5%	-$51.8K	0.02%	627
2026 Q1	$1.1M	Sell	33,003 -100	-0.3%	-$3.32K	0.02%	560
2025 Q4	$1.09M	Buy	33,103 +316	+1%	+$10.4K	0.02%	550
2025 Q3	$1.07M	Sell	32,787 -9,150	-22%	-$296K	0.02%	545
2025 Q2	$1.35M	Buy	41,937 +1,600	+4%	+$50.5K	0.03%	412
2025 Q1	$1.26M	Buy	40,337 +15,860	+65%	+$494K	0.04%	389
2024 Q4	$761K	Hold	24,477	–	–	0.02%	566
2024 Q3	$748K	Sell	24,477 -6,935	-22%	-$208K	0.02%	578
2024 Q2	$936K	Buy	+31,412	New	+$918K	0.03%	508

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

Mutual Advisors's MARM Position: Q2 2026 in Review

Mutual Advisors reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 4.6% in Q2 2026, selling an estimated $51.8K and leaving 31,478 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #627.

Mutual Advisors first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Mutual Advisors held 31,478 shares of FT Vest US Equity Max Buffer ETF March worth $1.07M as of Q2 2026.
Mutual Advisors sold 1,525 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $51.8K.
FT Vest US Equity Max Buffer ETF March made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #627 holding.
Mutual 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.
Mutual Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $1.35M in Q2 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.