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SMART Wealth’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

SMART Wealth’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
2024
Q3 		– Sell
-101,068
Closed -$3.01M – 165
2024
Q2 		$3.01M Sell
101,068
-237,591
-70% -$6.95M 1.22% 23
2024
Q1 		$9.88M Buy
+338,659
New +$9.87M 4.45% 2

Other funds holding MARM

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

SMART Wealth's MARM Position: Q3 2024 in Review

SMART Wealth sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2024, closing a stake of 101,068 shares — an estimated $3.01M sold.

SMART Wealth first reported a position in MARM in Q1 2024 and held it in 2 quarters. The position peaked at $9.88M in Q1 2024. 84 funds tracked by Wall St. Rank hold MARM as of Q3 2024.

  • SMART Wealth reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • SMART Wealth sold 101,068 FT Vest US Equity Max Buffer ETF March shares in Q3 2024, an estimated $3.01M.
  • SMART Wealth first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • SMART Wealth's FT Vest US Equity Max Buffer ETF March position peaked at $9.88M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2024.

Based on SMART Wealth's 13F filing for Q3 2024, filed 16 Dec 2024.