World Equity Group’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

World Equity Group’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	–	Sell	-10,073	Closed	-$344K	–	389
2026 Q2	$344K	Sell	10,073 -760	-7%	-$25.8K	0.08%	287
2026 Q1	$363K	Sell	10,833 -536	-5%	-$17.8K	0.09%	255
2025 Q4	$376K	Sell	11,369 -1,545	-12%	-$50.6K	0.1%	213
2025 Q3	$421K	Sell	12,914 -156	-1%	-$5.04K	0.1%	208
2025 Q2	$420K	Sell	13,070 -1,374	-10%	-$43.4K	0.11%	185
2025 Q1	$453K	Sell	14,444 -2,572	-15%	-$80.2K	0.13%	164
2024 Q4	$525K	Sell	17,016 -520	-3%	-$16K	0.11%	185
2024 Q3	$534K	Buy	+17,536	New	+$526K	0.19%	121

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

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

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

World Equity Group's MARM Position: Q3 2026 in Review

World Equity Group sold out of FT Vest US Equity Max Buffer ETF March (MARM) in Q3 2026, closing a stake of 10,073 shares — an estimated $344K sold.

World Equity Group first reported a position in MARM in Q3 2024 and held it in 8 quarters. The position peaked at $534K in Q3 2024. 22 funds tracked by Wall St. Rank hold MARM as of Q3 2026.

World Equity Group reported no remaining FT Vest US Equity Max Buffer ETF March position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 10,073 FT Vest US Equity Max Buffer ETF March shares in Q3 2026, an estimated $344K.
World Equity Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2024 and held it in 8 quarters.
World Equity Group's FT Vest US Equity Max Buffer ETF March position peaked at $534K in Q3 2024.
22 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.