Precedent Wealth Partners’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Precedent Wealth Partners’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	$204K	Buy	+5,972	New	+$203K	0.03%	206
2026 Q1	–	Sell	-99,809	Closed	-$3.3M	–	176
2025 Q4	$3.3M	Sell	99,809 -913	-0.9%	-$29.9K	0.69%	46
2025 Q3	$3.28M	Hold	100,722	–	–	0.72%	37
2025 Q2	$3.24M	Buy	100,722 +34,782	+53%	+$1.1M	0.79%	31
2025 Q1	$2.07M	Buy	+65,940	New	+$2.05M	0.57%	51

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Precedent Wealth Partners's MARM Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in FT Vest US Equity Max Buffer ETF March (MARM) in Q2 2026: 5,972 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in MARM as recently as Q4 2025.

Precedent Wealth Partners first reported a position in MARM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.3M in Q4 2025. 40 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Precedent Wealth Partners held 5,972 shares of FT Vest US Equity Max Buffer ETF March worth $204K as of Q2 2026.
FT Vest US Equity Max Buffer ETF March was a new Precedent Wealth Partners position in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up 0.03% of Precedent Wealth Partners's portfolio in Q2 2026, its #206 holding.
Precedent Wealth Partners first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
Precedent Wealth Partners's FT Vest US Equity Max Buffer ETF March position peaked at $3.3M in Q4 2025.
40 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.