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

Commonwealth Equity Services

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

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

Cetera Investment Advisers

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

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

Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return