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WESPAC Advisors SoCal’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

WESPAC Advisors SoCal’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
2025
Q1 		– Sell
-59,140
Closed -$1.83M – 118
2024
Q4 		$1.83M Hold
59,140
– – 0.41% 54
2024
Q3 		$1.8M Hold
59,140
– – 0.42% 54
2024
Q2 		$1.76M Buy
+59,140
New +$1.73M 0.44% 44

Other funds holding MARM

IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

WESPAC Advisors SoCal's MARM Position: Q1 2025 in Review

WESPAC Advisors SoCal sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q1 2025, closing a stake of 59,140 shares — an estimated $1.83M sold.

WESPAC Advisors SoCal first reported a position in MARM in Q2 2024 and held it in 3 quarters. The position peaked at $1.83M in Q4 2024. 78 funds tracked by Wall St. Rank hold MARM as of Q1 2025.

  • WESPAC Advisors SoCal reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 59,140 FT Vest US Equity Max Buffer ETF March shares in Q1 2025, an estimated $1.83M.
  • WESPAC Advisors SoCal first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and held it in 3 quarters.
  • WESPAC Advisors SoCal's FT Vest US Equity Max Buffer ETF March position peaked at $1.83M in Q4 2024.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2025, filed 6 May 2025.