WT Wealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

WT Wealth 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
2024 Q3	–	Sell	-167,125	Closed	-$4.97M	–	141
2024 Q2	$4.97M	Buy	+167,125	New	+$4.89M	1.7%	17

Other funds holding MARM

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return