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 Q3	–	Sell	-7,061	Closed	-$241K	–	237
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

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SageGuard Financial Group's MARM Position: Q3 2026 in Review

SageGuard Financial Group sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2026, closing a stake of 7,061 shares — an estimated $241K sold.

SageGuard Financial Group first reported a position in MARM in Q4 2025 and held it in 3 quarters. The position peaked at $272K in Q4 2025. 62 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

SageGuard Financial Group reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2026 after selling out during the quarter.
SageGuard Financial Group sold 7,061 FT Vest US Equity Max Buffer ETF March shares in Q3 2026, an estimated $241K.
SageGuard Financial Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q4 2025 and held it in 3 quarters.
SageGuard Financial Group's FT Vest US Equity Max Buffer ETF March position peaked at $272K in Q4 2025.
62 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on SageGuard Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.