Triumph Capital Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Triumph Capital 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 Q1	$528K	Sell	15,783 -600	-4%	-$19.9K	0.11%	181
2025 Q4	$542K	Sell	16,383 -2,212	-12%	-$72.5K	0.12%	162
2025 Q3	$606K	Sell	18,595 -55	-0.3%	-$1.78K	0.16%	142
2025 Q2	$599K	Hold	18,650	–	–	0.18%	137
2025 Q1	$585K	Buy	18,650 +750	+4%	+$23.4K	0.19%	137
2024 Q4	$553K	Sell	17,900 -3,150	-15%	-$96.8K	0.19%	142
2024 Q3	$641K	Sell	21,050 -3,500	-14%	-$105K	0.23%	114
2024 Q2	$730K	Buy	+24,550	New	+$718K	0.29%	83

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

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

BCM

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

KAS

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

MFS

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

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

TWP

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

Triumph Capital Management's MARM Position: Q1 2026 in Review

Triumph Capital Management reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 3.7% in Q1 2026, selling an estimated $19.9K and leaving 15,783 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #181.

Triumph Capital Management first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $730K in Q2 2024. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Triumph Capital Management held 15,783 shares of FT Vest US Equity Max Buffer ETF March worth $528K as of Q1 2026.
Triumph Capital Management sold 600 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $19.9K.
FT Vest US Equity Max Buffer ETF March made up 0.11% of Triumph Capital Management's portfolio in Q1 2026, its #181 holding.
Triumph Capital Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Triumph Capital Management's FT Vest US Equity Max Buffer ETF March position peaked at $730K in Q2 2024.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.