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
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 $648M AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SageView Advisory Group's MARM Position: Q4 2025 in Review

SageView Advisory Group held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q4 2025 at 7,270 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #540.

SageView Advisory Group first reported a position in MARM in Q2 2024 and has held it in 6 quarters since. The position peaked at $268K in Q2 2024. 79 funds tracked by Wall St. Rank hold MARM as of Q4 2025.

SageView Advisory Group held 7,270 shares of FT Vest US Equity Max Buffer ETF March worth $240K as of Q4 2025.
SageView Advisory Group left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q4 2025.
FT Vest US Equity Max Buffer ETF March made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #540 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 6 quarters since.
SageView Advisory Group's FT Vest US Equity Max Buffer ETF March position peaked at $268K in Q2 2024.
79 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.