Steward Partners Investment Advisory’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Steward Partners Investment Advisory’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	$135K	Hold	3,948	–	–	﹤0.01%	2442
2026 Q1	$132K	Hold	3,948	–	–	﹤0.01%	2219
2025 Q4	$131K	Sell	3,948 -2,740	-41%	-$89.8K	﹤0.01%	2143
2025 Q3	$218K	Sell	6,688 -342	-5%	-$11.1K	﹤0.01%	1823
2025 Q2	$226K	Hold	7,030	–	–	﹤0.01%	1703
2025 Q1	$220K	Hold	7,030	–	–	﹤0.01%	1597
2024 Q4	$217K	Hold	7,030	–	–	﹤0.01%	1562
2024 Q3	$214K	Sell	7,030 -3,432	-33%	-$103K	﹤0.01%	1496
2024 Q2	$311K	Buy	10,462 +8,750	+511%	+$256K	﹤0.01%	1262
2024 Q1	$49.9K	Buy	+1,712	New	+$49.9K	﹤0.01%	2121

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

Steward Partners Investment Advisory's MARM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 3,948 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Steward Partners Investment Advisory first reported a position in MARM in Q1 2024 and has held it in 10 quarters since. The position peaked at $311K in Q2 2024. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Steward Partners Investment Advisory held 3,948 shares of FT Vest US Equity Max Buffer ETF March worth $135K as of Q2 2026.
Steward Partners Investment Advisory left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2442 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Max Buffer ETF March position peaked at $311K 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.