AssetMark Inc’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

AssetMark Inc’s Portfolio FEBM Stock Details FEBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.2K	Sell	985 -348	-26%	-$11K	﹤0.01%	2074
2026 Q2	$41.6K	Sell	1,333 -196	-13%	-$6.08K	﹤0.01%	1898
2026 Q1	$46.4K	Hold	1,529	–	–	﹤0.01%	1774
2025 Q4	$46.4K	Hold	1,529	–	–	﹤0.01%	1745
2025 Q3	$45.7K	Buy	+1,529	New	+$45.3K	﹤0.01%	1664

Other funds holding FEBM

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc's FEBM Position: Q3 2026 in Review

AssetMark Inc reduced its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 26% in Q3 2026, selling an estimated $11K and leaving 985 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

AssetMark Inc first reported a position in FEBM in Q3 2025 and has held it in 5 quarters since. The position peaked at $46.4K in Q4 2025. 24 funds tracked by Wall St. Rank hold FEBM as of Q3 2026.

AssetMark Inc held 985 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $31.2K as of Q3 2026.
AssetMark Inc sold 348 FT Vest U.S. Equity Max Buffer ETF - February shares in Q3 2026, an estimated $11K.
FT Vest U.S. Equity Max Buffer ETF - February made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2074 holding.
AssetMark Inc first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q3 2025 and has held it in 5 quarters since.
AssetMark Inc's FT Vest U.S. Equity Max Buffer ETF - February position peaked at $46.4K in Q4 2025.
24 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.