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Sage Capital Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Sage Capital Advisors’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 		$233K Hold
6,839
– – 0.05% 131
2026
Q1 		$229K Hold
6,839
– – 0.05% 125
2025
Q4 		$226K Sell
6,839
-2,574
-27% -$84.4K 0.05% 126
2025
Q3 		$307K Hold
9,413
– – 0.07% 119
2025
Q2 		$302K Hold
9,413
– – 0.07% 120
2025
Q1 		$295K Sell
9,413
-13,190
-58% -$411K 0.08% 120
2024
Q4 		$698K Hold
22,603
– – 0.18% 81
2024
Q3 		$688K Buy
22,603
+6,940
+44% +$208K 0.18% 81
2024
Q2 		$466K Buy
+15,663
New +$458K 0.13% 95

Other funds holding MARM

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Sage Capital Advisors's MARM Position: Q2 2026 in Review

Sage Capital Advisors held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 6,839 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #131.

Sage Capital Advisors first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $698K in Q4 2024. 11 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

  • Sage Capital Advisors held 6,839 shares of FT Vest US Equity Max Buffer ETF March worth $233K as of Q2 2026.
  • Sage Capital Advisors 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 0.05% of Sage Capital Advisors's portfolio in Q2 2026, its #131 holding.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
  • Sage Capital Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $698K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.