Secured Retirement Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Secured Retirement 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
2025 Q1	–	Sell	-9,480	Closed	-$293K	–	173
2024 Q4	$293K	Hold	9,480	–	–	0.17%	120
2024 Q3	$289K	Hold	9,480	–	–	0.21%	96
2024 Q2	$282K	Buy	+9,480	New	+$277K	0.22%	93

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $601M AUM 23.36% 1-Year Est. Return

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

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Secured Retirement Advisors's MARM Position: Q1 2025 in Review

Secured Retirement Advisors sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q1 2025, closing a stake of 9,480 shares — an estimated $293K sold.

Secured Retirement Advisors first reported a position in MARM in Q2 2024 and held it in 3 quarters. The position peaked at $293K in Q4 2024. 78 funds tracked by Wall St. Rank hold MARM as of Q1 2025.

Secured Retirement Advisors reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Secured Retirement Advisors sold 9,480 FT Vest US Equity Max Buffer ETF March shares in Q1 2025, an estimated $293K.
Secured Retirement Advisors first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 3 quarters.
Secured Retirement Advisors's FT Vest US Equity Max Buffer ETF March position peaked at $293K in Q4 2024.
78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.