SageView Advisory Group’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

SageView Advisory 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	$247K	Sell	7,242 -28	-0.4%	-$951	0.01%	551
2026 Q1	$243K	Hold	7,270	–	–	0.01%	522
2025 Q4	$240K	Hold	7,270	–	–	0.01%	540
2025 Q3	$237K	Hold	7,270	–	–	0.01%	581
2025 Q2	$234K	Hold	7,270	–	–	0.01%	561
2025 Q1	$228K	Hold	7,270	–	–	0.01%	546
2024 Q4	$224K	Buy	+7,270	New	+$223K	0.01%	539
2024 Q3	–	Sell	-8,952	Closed	-$268K	–	583
2024 Q2	$268K	Buy	+8,952	New	+$262K	0.01%	461

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

SageView Advisory Group's MARM Position: Q2 2026 in Review

SageView Advisory Group reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 0.39% in Q2 2026, selling an estimated $951 and leaving 7,242 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #551.

SageView Advisory Group first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $268K in Q2 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

SageView Advisory Group held 7,242 shares of FT Vest US Equity Max Buffer ETF March worth $247K as of Q2 2026.
SageView Advisory Group sold 28 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $951.
FT Vest US Equity Max Buffer ETF March made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #551 holding.
SageView Advisory Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
SageView Advisory Group's FT Vest US Equity Max Buffer ETF March position peaked at $268K in Q2 2024.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.