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Obsidian Personal Planning Solutions’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$221K Hold
6,741
– – 0.08% 110
2025
Q2 		$217K Hold
6,741
– – 0.09% 103
2025
Q1 		$212K Buy
+6,741
New +$210K 0.09% 100

Other funds holding MARM

IP
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Obsidian Personal Planning Solutions's MARM Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q3 2025 at 6,741 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #110.

Obsidian Personal Planning Solutions first reported a position in MARM in Q1 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold MARM as of Q3 2025.

  • Obsidian Personal Planning Solutions held 6,741 shares of FT Vest US Equity Max Buffer ETF March worth $221K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q3 2025.
  • FT Vest US Equity Max Buffer ETF March made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #110 holding.
  • Obsidian Personal Planning Solutions first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.