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

Triad Wealth Partners’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	$1.37M	Sell	39,909 -9,361	-19%	-$318K	0.08%	160
2026 Q1	$1.65M	Sell	49,270 -2,340	-5%	-$77.7K	0.13%	118
2025 Q4	$1.71M	Buy	51,610 +1,911	+4%	+$62.6K	0.16%	96
2025 Q3	$1.62M	Sell	49,699 -9,194	-16%	-$297K	0.21%	82
2025 Q2	$1.89M	Buy	+58,893	New	+$1.86M	0.38%	54

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

Triad Wealth Partners's MARM Position: Q2 2026 in Review

Triad Wealth Partners reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 19% in Q2 2026, selling an estimated $318K and leaving 39,909 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #160.

Triad Wealth Partners first reported a position in MARM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.89M in Q2 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Triad Wealth Partners held 39,909 shares of FT Vest US Equity Max Buffer ETF March worth $1.37M as of Q2 2026.
Triad Wealth Partners sold 9,361 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $318K.
FT Vest US Equity Max Buffer ETF March made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #160 holding.
Triad Wealth Partners first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
Triad Wealth Partners's FT Vest US Equity Max Buffer ETF March position peaked at $1.89M in Q2 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.