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SageGuard Financial Group’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

SageGuard Financial Group’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 		$241K Sell
7,061
-133
-2% -$4.52K 0.03% 189
2026
Q1 		$241K Sell
7,194
-1,035
-13% -$34.4K 0.04% 174
2025
Q4 		$272K Buy
+8,229
New +$270K 0.04% 147

Other funds holding MARM

IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

SageGuard Financial Group's MARM Position: Q2 2026 in Review

SageGuard Financial Group reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 1.8% in Q2 2026, selling an estimated $4.52K and leaving 7,061 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #189.

SageGuard Financial Group first reported a position in MARM in Q4 2025 and has held it in 3 quarters since. The position peaked at $272K in Q4 2025. 47 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

  • SageGuard Financial Group held 7,061 shares of FT Vest US Equity Max Buffer ETF March worth $241K as of Q2 2026.
  • SageGuard Financial Group sold 133 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $4.52K.
  • FT Vest US Equity Max Buffer ETF March made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #189 holding.
  • SageGuard Financial Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's FT Vest US Equity Max Buffer ETF March position peaked at $272K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.