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 Q3	$527K	Sell	15,249 -425	-3%	-$14.6K	0.09%	220
2026 Q2	$535K	Sell	15,674 -109	-0.7%	-$3.7K	0.1%	205
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 $769M AUM 18.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Triumph Capital Management's MARM Position: Q3 2026 in Review

Triumph Capital Management reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 2.7% in Q3 2026, selling an estimated $14.6K and leaving 15,249 shares worth $527K. The position accounts for 0.09% of the portfolio, ranked #220.

Triumph Capital Management first reported a position in MARM in Q2 2024 and has held it in 10 quarters since. The position peaked at $730K in Q2 2024. 34 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

Triumph Capital Management held 15,249 shares of FT Vest US Equity Max Buffer ETF March worth $527K as of Q3 2026.
Triumph Capital Management sold 425 FT Vest US Equity Max Buffer ETF March shares in Q3 2026, an estimated $14.6K.
FT Vest US Equity Max Buffer ETF March made up 0.09% of Triumph Capital Management's portfolio in Q3 2026, its #220 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 10 quarters since.
Triumph Capital Management's FT Vest US Equity Max Buffer ETF March position peaked at $730K in Q2 2024.
34 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.