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 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 $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

Triumph Capital Management's MARM Position: Q2 2026 in Review

Triumph Capital Management reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 0.69% in Q2 2026, selling an estimated $3.7K and leaving 15,674 shares worth $535K. The position accounts for 0.1% of the portfolio, ranked #205.

Triumph Capital Management first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $730K in Q2 2024. 76 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Triumph Capital Management held 15,674 shares of FT Vest US Equity Max Buffer ETF March worth $535K as of Q2 2026.
Triumph Capital Management sold 109 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $3.7K.
FT Vest US Equity Max Buffer ETF March made up 0.1% of Triumph Capital Management's portfolio in Q2 2026, its #205 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 9 quarters since.
Triumph Capital Management's FT Vest US Equity Max Buffer ETF March position peaked at $730K in Q2 2024.
76 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.