AssetMark Inc’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

AssetMark Inc’s Portfolio FMAR Stock Details FMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14M	Buy	289,680 +18,242	+7%	+$874K	0.03%	423
2025 Q4	$12.9M	Buy	271,438 +37,827	+16%	+$1.77M	0.03%	430
2025 Q3	$10.8M	Buy	233,611 +28,287	+14%	+$1.29M	0.02%	439
2025 Q2	$9.21M	Buy	205,324 +50,768	+33%	+$2.17M	0.02%	438
2025 Q1	$6.52M	Buy	154,556 +42,616	+38%	+$1.85M	0.02%	445
2024 Q4	$4.84M	Buy	111,940 +39,261	+54%	+$1.69M	0.01%	505
2024 Q3	$3.07M	Buy	72,679 +47,197	+185%	+$1.94M	0.01%	550
2024 Q2	$1.03M	Buy	+25,482	New	+$1M	﹤0.01%	755

Other funds holding FMAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

KAS

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

AssetMark Inc's FMAR Position: Q1 2026 in Review

AssetMark Inc increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 6.7% in Q1 2026, buying an estimated $874K and bringing the position to 289,680 shares worth $14M. The position accounts for 0.03% of the portfolio, ranked #423.

AssetMark Inc first reported a position in FMAR in Q2 2024 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

AssetMark Inc held 289,680 shares of FT Vest US Equity Buffer ETF March worth $14M as of Q1 2026.
AssetMark Inc bought 18,242 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $874K.
FT Vest US Equity Buffer ETF March made up 0.03% of AssetMark Inc's portfolio in Q1 2026, its #423 holding.
AssetMark Inc first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.