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 Q2	$1.43K	Hold	42	–	–	﹤0.01%	2531
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 $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

Pinnacle Wealth Planning Services's MARM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 42 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Pinnacle Wealth Planning Services first reported a position in MARM in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.12K in Q4 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Pinnacle Wealth Planning Services held 42 shares of FT Vest US Equity Max Buffer ETF March worth $1.43K as of Q2 2026.
Pinnacle Wealth Planning Services 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 ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2531 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 3 quarters since.
Pinnacle Wealth Planning Services's FT Vest US Equity Max Buffer ETF March position peaked at $9.12K in Q4 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.