Syntegra Private Wealth Group’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Syntegra Private Wealth 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
2026 Q2	$408K	Hold	11,953	–	–	0.03%	142
2026 Q1	$400K	Sell	11,953 -2,968	-20%	-$98.6K	0.04%	125
2025 Q4	$493K	Hold	14,921	–	–	0.05%	108
2025 Q3	$486K	Hold	14,921	–	–	0.05%	107
2025 Q2	$479K	Hold	14,921	–	–	0.05%	102
2025 Q1	$468K	Hold	14,921	–	–	0.05%	86
2024 Q4	$461K	Hold	14,921	–	–	0.05%	88
2024 Q3	$454K	Hold	14,921	–	–	0.05%	89
2024 Q2	$444K	Buy	+14,921	New	+$436K	0.06%	80

Other funds holding MARM

BCM

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Syntegra Private Wealth Group's MARM Position: Q2 2026 in Review

Syntegra Private Wealth Group held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 11,953 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #142.

Syntegra Private Wealth Group first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $493K in Q4 2025. 11 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Syntegra Private Wealth Group held 11,953 shares of FT Vest US Equity Max Buffer ETF March worth $408K as of Q2 2026.
Syntegra Private Wealth Group 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 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #142 holding.
Syntegra Private Wealth Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Syntegra Private Wealth Group's FT Vest US Equity Max Buffer ETF March position peaked at $493K in Q4 2025.
11 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.