TWM
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TopTier Wealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

TopTier Wealth Management’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 		– Sell
-3,475
Closed -$116K – 764
2026
Q1 		$116K Buy
+3,475
New +$115K 0.07% 159

Other funds holding MARM

IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Mariner
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TopTier Wealth Management's MARM Position: Q2 2026 in Review

TopTier Wealth Management sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q2 2026, closing a stake of 3,475 shares — an estimated $116K sold.

TopTier Wealth Management first reported a position in MARM in Q1 2026 and held it in 1 quarter. The position peaked at $116K in Q1 2026. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

  • TopTier Wealth Management reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 3,475 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $116K.
  • TopTier Wealth Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's FT Vest US Equity Max Buffer ETF March position peaked at $116K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.