WP
MARM icon

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

WealthPLAN 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
2024
Q3 		– Sell
-32,233
Closed -$959K – 316
2024
Q2 		$959K Buy
+32,233
New +$942K 0.1% 147

Other funds holding MARM

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

WealthPLAN Partners's MARM Position: Q3 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2024, closing a stake of 32,233 shares — an estimated $959K sold.

WealthPLAN Partners first reported a position in MARM in Q2 2024 and held it in 1 quarter. The position peaked at $959K in Q2 2024. 84 funds tracked by Wall St. Rank hold MARM as of Q3 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 32,233 FT Vest US Equity Max Buffer ETF March shares in Q3 2024, an estimated $959K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Max Buffer ETF March position peaked at $959K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.