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 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

World Equity Group's MARM Position: Q2 2026 in Review

World Equity Group reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 7% in Q2 2026, selling an estimated $25.8K and leaving 10,073 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #287.

World Equity Group first reported a position in MARM in Q3 2024 and has held it in 8 quarters since. The position peaked at $534K in Q3 2024. 11 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

World Equity Group held 10,073 shares of FT Vest US Equity Max Buffer ETF March worth $344K as of Q2 2026.
World Equity Group sold 760 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $25.8K.
FT Vest US Equity Max Buffer ETF March made up 0.08% of World Equity Group's portfolio in Q2 2026, its #287 holding.
World Equity Group first reported a position in FT Vest US Equity Max Buffer ETF March in Q3 2024 and has held it in 8 quarters since.
World Equity Group's FT Vest US Equity Max Buffer ETF March position peaked at $534K in Q3 2024.
11 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.