Pinnacle Wealth Planning Services’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Pinnacle Wealth Planning 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 Q1	$1.41K	Sell	42 -234	-85%	-$7.77K	﹤0.01%	2503
2025 Q4	$9.12K	Buy	+276	New	+$9.04K	﹤0.01%	2048

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's MARM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 85% in Q1 2026, selling an estimated $7.77K and leaving 42 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Pinnacle Wealth Planning Services first reported a position in MARM in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.12K in Q4 2025. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Pinnacle Wealth Planning Services held 42 shares of FT Vest US Equity Max Buffer ETF March worth $1.41K as of Q1 2026.
Pinnacle Wealth Planning Services sold 234 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $7.77K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2503 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's FT Vest US Equity Max Buffer ETF March position peaked at $9.12K in Q4 2025.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.