Osaic Holdings’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Osaic Holdings’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	$1.52M	Buy	44,639 +3,322	+8%	+$113K	﹤0.01%	2581
2026 Q1	$1.38M	Buy	41,317 +5,226	+14%	+$174K	﹤0.01%	2398
2025 Q4	$1.19M	Sell	36,091 -1,514	-4%	-$49.6K	﹤0.01%	2527
2025 Q3	$1.23M	Buy	37,605 +13,199	+54%	+$427K	﹤0.01%	2608
2025 Q2	$784K	Buy	24,406 +8,384	+52%	+$265K	﹤0.01%	2723
2025 Q1	$502K	Buy	16,022 +10,991	+218%	+$343K	﹤0.01%	2867
2024 Q4	$155K	Hold	5,031	–	–	﹤0.01%	3821
2024 Q3	$153K	Sell	5,031 -3,974	-44%	-$119K	﹤0.01%	3877
2024 Q2	$268K	Buy	+9,005	New	+$263K	﹤0.01%	3301

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

KWA

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

Osaic Holdings's MARM Position: Q2 2026 in Review

Osaic Holdings increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 8% in Q2 2026, buying an estimated $113K and bringing the position to 44,639 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Osaic Holdings 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.

Osaic Holdings held 44,639 shares of FT Vest US Equity Max Buffer ETF March worth $1.52M as of Q2 2026.
Osaic Holdings bought 3,322 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $113K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2581 holding.
Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.